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 | $843,021 | $202,318+316.7% | $172,739+388.0% | $152,861+451.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 14.57% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,493 | $5,856-74.5% | $5,143-71.0% | $4,762-68.7% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,850+70.9% |
| Admin fee / account holder | $8,068 | $17,109-52.8% | $13,954-42.2% | $11,596-30.4% |