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 | $281,147 | $171,865+63.6% | $149,718+87.8% | $147,584+90.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 83.26% | 2113.22%-2030.0pp | 1501.63%-1418.4pp | 578.55%-495.3pp |
| Employer contribution / active EE | $4,830 | $6,275-23.0% | $5,445-11.3% | $4,876-0.9% |
| Participant deferral / active EE | $12,719 | $7,271+74.9% | $6,569+93.6% | $5,439+133.9% |
| Admin fee / account holder | $3,544 | $13,799-74.3% | $11,283-68.6% | $10,885-67.4% |