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 | $288,832 | $176,056+64.1% | $159,436+81.2% | $167,490+72.4% |
| Participation rate | 52.2% | 84.9%-32.8pp | 82.8%-30.6pp | 82.1%-29.9pp |
| Annual return | 15.16% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,974 | $7,750+15.8% | $7,352+22.1% | $6,341+41.5% |
| Admin fee / account holder | $21,938 | $12,554+74.8% | $10,799+103.2% | $12,309+78.2% |