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 | $305,505 | $124,185+146.0% | $108,410+181.8% | $167,490+82.4% |
| Participation rate | 61.5% | 82.3%-20.7pp | 80.1%-18.6pp | 82.1%-20.6pp |
| Annual return | 13.34% | 1379.64%-1366.3pp | 905.27%-891.9pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,002 | $4,187-52.2% | $3,558-43.7% | $4,837-58.6% |
| Participant deferral / active EE | $5,830 | $6,908-15.6% | $6,563-11.2% | $6,341-8.1% |
| Admin fee / account holder | $624 | $9,455-93.4% | $7,295-91.4% | $12,309-94.9% |