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 | $274,994 | $100,852+172.7% | $90,404+204.2% | $158,922+73.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 44.59% | 1724.20%-1679.6pp | 1293.02%-1248.4pp | 302.83%-258.2pp |
| Employer contribution / active EE | $1,246 | $3,689-66.2% | $3,262-61.8% | $4,761-73.8% |
| Participant deferral / active EE | $5,406 | $4,348+24.3% | $3,963+36.4% | $5,982-9.6% |
| Admin fee / account holder | $42,573 | $6,501+554.9% | $5,611+658.8% | $11,246+278.6% |