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 | $258,101 | $209,411+23.3% | $178,490+44.6% | $158,922+62.4% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 15.38% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,270 | $5,706-60.2% | $5,011-54.7% | $4,761-52.3% |
| Participant deferral / active EE | $5,595 | $5,954-6.0% | $5,202+7.6% | $5,982-6.5% |
| Admin fee / account holder | $2,275 | $17,074-86.7% | $13,984-83.7% | $11,246-79.8% |