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 | $389,499 | $169,032+130.4% | $129,207+201.5% | $145,922+166.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 7.79% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,613 | $5,537-52.8% | $4,153-37.1% | $4,660-43.9% |
| Participant deferral / active EE | $5,707 | $4,987+14.4% | $4,168+36.9% | $6,688-14.7% |
| Admin fee / account holder | $4,958 | $9,954-50.2% | $7,715-35.7% | $13,397-63.0% |