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 | $314,800 | $183,963+71.1% | $162,163+94.1% | $152,861+105.9% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.4%-46.1pp |
| Annual return | 22.40% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,780 | $6,371-40.7% | $5,614-32.7% | $4,762-20.6% |
| Participant deferral / active EE | $8,696 | $8,034+8.2% | $7,298+19.2% | $5,850+48.6% |
| Admin fee / account holder | $49,734 | $13,121+279.0% | $10,843+358.7% | $11,596+328.9% |