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 | $283,093 | $202,318+39.9% | $172,739+63.9% | $152,861+85.2% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.4%-64.3pp |
| Annual return | 28.82% | 1029.65%-1000.8pp | 802.84%-774.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,305 | $5,856-77.7% | $5,143-74.6% | $4,762-72.6% |
| Participant deferral / active EE | $2,184 | $5,948-63.3% | $5,198-58.0% | $5,850-62.7% |
| Admin fee / account holder | $1,268 | $17,109-92.6% | $13,954-90.9% | $11,596-89.1% |