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 | $272,620 | $202,318+34.7% | $172,739+57.8% | $152,861+78.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 17.29% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,741 | $5,856-70.3% | $5,143-66.1% | $4,762-63.4% |
| Participant deferral / active EE | $4,942 | $5,948-16.9% | $5,198-4.9% | $5,850-15.5% |
| Admin fee / account holder | $1,394 | $17,109-91.9% | $13,954-90.0% | $11,596-88.0% |