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 | $273,947 | $198,466+38.0% | $170,442+60.7% | $147,584+85.6% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.92% | 257.29%-238.4pp | 205.93%-187.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,860 | $6,184-69.9% | $5,433-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $7,387 | $5,629+31.2% | $4,939+49.6% | $5,439+35.8% |
| Admin fee / account holder | $10,769 | $16,852-36.1% | $13,880-22.4% | $10,885-1.1% |