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 | $708,869 | $183,592+286.1% | $155,567+355.7% | $145,959+385.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.52% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,237 | $5,315-76.7% | $4,674-73.5% | $4,661-73.5% |
| Participant deferral / active EE | $2,174 | $6,464-66.4% | $5,628-61.4% | $6,689-67.5% |
| Admin fee / account holder | $519 | $19,318-97.3% | $15,916-96.7% | $13,398-96.1% |