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 | $342,332 | $171,865+99.2% | $149,718+128.7% | $147,584+132.0% |
| Participation rate | 43.8% | 88.2%-44.4pp | 87.1%-43.3pp | 82.8%-39.1pp |
| Annual return | 16.81% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,524 | $7,271-37.8% | $6,569-31.1% | $5,439-16.8% |
| Admin fee / account holder | $74,765 | $13,799+441.8% | $11,283+562.7% | $10,885+586.8% |