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 | $271,889 | $183,519+48.2% | $155,509+74.8% | $145,922+86.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.81% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,446 | $5,313-35.1% | $4,672-26.2% | $4,660-26.0% |
| Participant deferral / active EE | $5,595 | $6,462-13.4% | $5,626-0.6% | $6,688-16.3% |
| Admin fee / account holder | $37,486 | $19,313+94.1% | $15,912+135.6% | $13,397+179.8% |