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 | $294,139 | $217,402+35.3% | $185,823+58.3% | $167,490+75.6% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 12.57% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,552 | $5,873-73.6% | $5,167-70.0% | $4,837-67.9% |
| Participant deferral / active EE | $3,890 | $6,356-38.8% | $5,568-30.1% | $6,341-38.7% |
| Admin fee / account holder | $60,810 | $19,811+207.0% | $16,237+274.5% | $12,309+394.0% |