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 5-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 | $425,524 | $88,751+379.5% | $81,812+420.1% | $145,922+191.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 17.75% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $12,641 | $3,083+310.0% | $2,912+334.0% | $4,660+171.3% |
| Participant deferral / active EE | $1,019 | $4,643-78.1% | $4,319-76.4% | $6,688-84.8% |
| Admin fee / account holder | $30,578 | $8,415+263.4% | $7,386+314.0% | $13,397+128.2% |