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 | $252,012 | $109,982+129.1% | $97,226+159.2% | $145,922+72.7% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 13.79% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,389 | $3,084-22.5% | $2,729-12.4% | $4,660-48.7% |
| Participant deferral / active EE | $5,582 | $4,676+19.4% | $4,264+30.9% | $6,688-16.5% |
| Admin fee / account holder | $12,971 | $6,221+108.5% | $5,654+129.4% | $13,397-3.2% |