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 | $254,262 | $198,466+28.1% | $170,442+49.2% | $147,584+72.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 14.25% | 257.29%-243.0pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,955 | $6,184-68.4% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $5,084 | $5,629-9.7% | $4,939+2.9% | $5,439-6.5% |
| Admin fee / account holder | $7,068 | $16,852-58.1% | $13,880-49.1% | $10,885-35.1% |