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 | $286,532 | $176,056+62.8% | $159,436+79.7% | $167,490+71.1% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 19.30% | 331.75%-312.4pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,287 | $5,297-56.8% | $4,829-52.6% | $4,837-52.7% |
| Participant deferral / active EE | $8,626 | $7,750+11.3% | $7,352+17.3% | $6,341+36.0% |
| Admin fee / account holder | $196,244 | $12,554+1463.2% | $10,799+1717.3% | $12,309+1494.3% |