See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,955 | $202,318+36.9% | $172,739+60.3% | $152,861+81.2% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 20.16% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,392 | $5,856-76.2% | $5,143-72.9% | $4,762-70.8% |
| Participant deferral / active EE | $3,422 | $5,948-42.5% | $5,198-34.2% | $5,850-41.5% |
| Admin fee / account holder | $1,102 | $17,109-93.6% | $13,954-92.1% | $11,596-90.5% |