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 | $351,563 | $198,466+77.1% | $170,442+106.3% | $147,584+138.2% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 12.53% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,830 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $8,571 | $5,629+52.3% | $4,939+73.5% | $5,439+57.6% |
| Admin fee / account holder | $184,481 | $16,852+994.7% | $13,880+1229.1% | $10,885+1594.8% |