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 7-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 | $345,387 | $209,411+64.9% | $178,490+93.5% | $158,922+117.3% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 26.55% | 188.75%-162.2pp | 151.07%-124.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,504 | $5,706-73.6% | $5,011-70.0% | $4,761-68.4% |
| Participant deferral / active EE | $3,113 | $5,954-47.7% | $5,202-40.2% | $5,982-48.0% |
| Admin fee / account holder | $3,365 | $17,074-80.3% | $13,984-75.9% | $11,246-70.1% |