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 5-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 | $278,027 | $227,553+22.2% | $189,557+46.7% | $167,490+66.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 14.53% | 78.40%-63.9pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,411 | $5,316-73.5% | $4,412-68.0% | $4,837-70.8% |
| Participant deferral / active EE | $1,411 | $7,002-79.8% | $6,174-77.1% | $6,341-77.7% |
| Admin fee / account holder | $62,953 | $11,878+430.0% | $9,807+541.9% | $12,309+411.4% |