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 | $408,278 | $150,440+171.4% | $136,294+199.6% | $147,584+176.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 15.03% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,345 | $5,256-55.4% | $4,695-50.1% | $4,876-51.9% |
| Participant deferral / active EE | $7,705 | $6,630+16.2% | $6,247+23.3% | $5,439+41.7% |
| Admin fee / account holder | $4,235 | $10,905-61.2% | $9,243-54.2% | $10,885-61.1% |