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 | $268,895 | $177,572+51.4% | $154,803+73.7% | $142,382+88.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,209 | $4,810-12.5% | $4,305-2.2% | $4,299-2.1% |
| Participant deferral / active EE | $8,712 | $6,272+38.9% | $5,540+57.2% | $6,507+33.9% |
| Admin fee / account holder | $2,522 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |