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 | $404,236 | $209,411+93.0% | $178,490+126.5% | $158,922+154.4% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 12.69% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $3,637 | $5,706-36.3% | $5,011-27.4% | $4,761-23.6% |
| Participant deferral / active EE | $5,453 | $5,954-8.4% | $5,202+4.8% | $5,982-8.9% |
| Admin fee / account holder | $834 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |