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 | $253,049 | $111,814+126.3% | $93,654+170.2% | $145,959+73.4% |
| Participation rate | 30.8% | 74.2%-43.4pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 14.53% | 203.30%-188.8pp | 133.34%-118.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $734 | $3,092-76.3% | $2,421-69.7% | $4,661-84.2% |
| Participant deferral / active EE | $3,163 | $4,914-35.6% | $4,413-28.3% | $6,689-52.7% |
| Admin fee / account holder | $1,443 | $10,246-85.9% | $8,282-82.6% | $13,398-89.2% |