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 4-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 | $302,605 | $198,466+52.5% | $170,442+77.5% | $147,584+105.0% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 22.16% | 257.29%-235.1pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,594 | $6,184-74.2% | $5,433-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,683 | $5,629-34.6% | $4,939-25.4% | $5,439-32.3% |
| Admin fee / account holder | $706 | $16,852-95.8% | $13,880-94.9% | $10,885-93.5% |