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 | $273,735 | $165,912+65.0% | $122,332+123.8% | $147,584+85.5% |
| Participation rate | 42.9% | 79.6%-36.7pp | 71.6%-28.8pp | 82.8%-40.0pp |
| Annual return | 21.42% | 34.55%-13.1pp | 30.27%-8.9pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,614 | $5,754-71.9% | $4,050-60.1% | $4,876-66.9% |
| Participant deferral / active EE | $7,049 | $4,005+76.0% | $3,287+114.5% | $5,439+29.6% |
| Admin fee / account holder | $1,671 | $7,424-77.5% | $5,478-69.5% | $10,885-84.7% |