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 | $262,301 | $171,865+52.6% | $149,718+75.2% | $147,584+77.7% |
| Participation rate | 41.7% | 88.2%-46.5pp | 87.1%-45.4pp | 82.8%-41.2pp |
| Annual return | 13.46% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,225 | $6,275-64.5% | $5,445-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $5,606 | $7,271-22.9% | $6,569-14.7% | $5,439+3.1% |
| Admin fee / account holder | $62,945 | $13,799+356.1% | $11,283+457.9% | $10,885+478.3% |