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 | $346,182 | $171,865+101.4% | $149,718+131.2% | $147,584+134.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 17.81% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,705 | $6,275-56.9% | $5,445-50.3% | $4,876-44.5% |
| Participant deferral / active EE | $6,038 | $7,271-17.0% | $6,569-8.1% | $5,439+11.0% |
| Admin fee / account holder | $16,141 | $13,799+17.0% | $11,283+43.1% | $10,885+48.3% |