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 | $345,186 | $209,411+64.8% | $178,490+93.4% | $158,922+117.2% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 18.33% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,602 | $5,706-54.4% | $5,011-48.1% | $4,761-45.3% |
| Participant deferral / active EE | $4,990 | $5,954-16.2% | $5,202-4.1% | $5,982-16.6% |
| Admin fee / account holder | $1,856 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |