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 | $294,681 | $159,901+84.3% | $146,958+100.5% | $145,922+101.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 24.84% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,680 | $5,286-68.2% | $4,933-65.9% | $4,660-63.9% |
| Participant deferral / active EE | $2,780 | $8,428-67.0% | $8,070-65.5% | $6,688-58.4% |
| Admin fee / account holder | $7,008 | $15,044-53.4% | $12,998-46.1% | $13,397-47.7% |