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 | $256,275 | $202,318+26.7% | $172,739+48.4% | $152,861+67.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 18.54% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,360 | $5,856-59.7% | $5,143-54.1% | $4,762-50.4% |
| Participant deferral / active EE | $5,468 | $5,948-8.1% | $5,198+5.2% | $5,850-6.5% |
| Admin fee / account holder | $45,867 | $17,109+168.1% | $13,954+228.7% | $11,596+295.5% |