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 | $468,691 | $169,032+177.3% | $129,207+262.7% | $145,922+221.2% |
| Participation rate | 13.3% | 76.4%-63.1pp | 69.6%-56.3pp | 80.3%-66.9pp |
| Annual return | 15.77% | 14330.11%-14314.3pp | 9417.33%-9401.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,127 | $4,987-77.4% | $4,168-73.0% | $6,688-83.2% |
| Admin fee / account holder | $47,477 | $9,954+376.9% | $7,715+515.4% | $13,397+254.4% |