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 3-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 | $465,917 | $159,901+191.4% | $146,958+217.0% | $145,922+219.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 13.90% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,982 | $5,286+13.2% | $4,933+21.3% | $4,660+28.4% |
| Participant deferral / active EE | $4,333 | $8,428-48.6% | $8,070-46.3% | $6,688-35.2% |
| Admin fee / account holder | $564 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |