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 | $307,515 | $175,202+75.5% | $149,673+105.5% | $139,434+120.5% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 12.20% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,412 | $5,474-74.2% | $4,818-70.7% | $4,751-70.3% |
| Participant deferral / active EE | $6,293 | $6,519-3.5% | $5,680+10.8% | $6,710-6.2% |
| Admin fee / account holder | $1,630 | $16,150-89.9% | $13,210-87.7% | $11,403-85.7% |