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 7-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 | $616,876 | $169,032+264.9% | $129,207+377.4% | $145,922+322.7% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 12.79% | 14330.11%-14317.3pp | 9417.33%-9404.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $30,667 | $5,537+453.9% | $4,153+638.4% | $4,660+558.1% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,168+387.9% | $6,688+204.0% |
| Admin fee / account holder | $4,067 | $9,954-59.1% | $7,715-47.3% | $13,397-69.6% |