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 | $659,836 | $177,572+271.6% | $154,803+326.2% | $142,382+363.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $61,212 | $4,810+1172.5% | $4,305+1321.7% | $4,299+1323.8% |
| Participant deferral / active EE | $6,465 | $6,272+3.1% | $5,540+16.7% | $6,507-0.6% |
| Admin fee / account holder | $101,094 | $16,786+502.3% | $14,329+605.5% | $12,624+700.8% |