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 | $275,928 | $198,466+39.0% | $170,442+61.9% | $147,584+87.0% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 13.59% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,780 | $6,184-55.0% | $5,433-48.8% | $4,876-43.0% |
| Participant deferral / active EE | $5,591 | $5,629-0.7% | $4,939+13.2% | $5,439+2.8% |
| Admin fee / account holder | $2,954 | $16,852-82.5% | $13,880-78.7% | $10,885-72.9% |