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 | $275,047 | $209,411+31.3% | $178,490+54.1% | $158,922+73.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,794 | $5,706-68.6% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $7,430 | $5,954+24.8% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $135,357 | $17,074+692.7% | $13,984+868.0% | $11,246+1103.6% |