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 | $348,140 | $114,047+205.3% | $96,139+262.1% | $167,490+107.9% |
| Participation rate | 7.1% | 75.1%-67.9pp | 68.4%-61.3pp | 82.1%-75.0pp |
| Annual return | 13.13% | 189.88%-176.7pp | 191.94%-178.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $478 | $3,427-86.0% | $2,797-82.9% | $4,837-90.1% |
| Participant deferral / active EE | $1,212 | $5,194-76.7% | $4,349-72.1% | $6,341-80.9% |
| Admin fee / account holder | $19,759 | $6,897+186.5% | $5,537+256.9% | $12,309+60.5% |