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 | $378,763 | $209,411+80.9% | $178,490+112.2% | $158,922+138.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.02% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,847 | $5,706-50.1% | $5,011-43.2% | $4,761-40.2% |
| Participant deferral / active EE | $3,537 | $5,954-40.6% | $5,202-32.0% | $5,982-40.9% |
| Admin fee / account holder | $5,491 | $17,074-67.8% | $13,984-60.7% | $11,246-51.2% |