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 | $920,185 | $102,604+796.8% | $86,188+967.7% | $139,434+559.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 16.26% | 1922.51%-1906.2pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,340 | $3,032-55.8% | $2,380-43.7% | $4,751-71.8% |
| Participant deferral / active EE | $4,115 | $4,676-12.0% | $3,985+3.3% | $6,710-38.7% |
| Admin fee / account holder | $6,561 | $8,657-24.2% | $6,852-4.2% | $11,403-42.5% |