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 | $259,843 | $105,998+145.1% | $92,233+181.7% | $147,584+76.1% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 24.63% | 50.05%-25.4pp | 176.28%-151.7pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,094 | $4,333-51.7% | $3,679-43.1% | $4,876-57.1% |
| Participant deferral / active EE | $7,542 | $4,478+68.4% | $3,897+93.6% | $5,439+38.7% |
| Admin fee / account holder | $5,000 | $6,332-21.0% | $5,194-3.7% | $10,885-54.1% |