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 | $358,014 | $100,773+255.3% | $88,946+302.5% | $142,382+151.4% |
| Participation rate | 23.8% | 74.3%-50.5pp | 68.8%-45.0pp | 80.1%-56.3pp |
| Annual return | 16.33% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $739 | $2,918-74.7% | $2,555-71.1% | $4,299-82.8% |
| Participant deferral / active EE | $1,481 | $5,230-71.7% | $4,581-67.7% | $6,507-77.2% |
| Admin fee / account holder | $2,620 | $9,693-73.0% | $8,261-68.3% | $12,624-79.2% |