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 | $264,922 | $175,202+51.2% | $149,673+77.0% | $139,434+90.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.67% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,511 | $5,474-54.1% | $4,818-47.9% | $4,751-47.1% |
| Participant deferral / active EE | $5,267 | $6,519-19.2% | $5,680-7.3% | $6,710-21.5% |
| Admin fee / account holder | $1,071 | $16,150-93.4% | $13,210-91.9% | $11,403-90.6% |