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 | $264,531 | $105,998+149.6% | $92,233+186.8% | $147,584+79.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 22.10% | 50.05%-27.9pp | 176.28%-154.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,087 | $4,333-51.8% | $3,679-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $2,843 | $4,478-36.5% | $3,897-27.0% | $5,439-47.7% |
| Admin fee / account holder | $1,119 | $6,332-82.3% | $5,194-78.5% | $10,885-89.7% |