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 | $367,852 | $171,865+114.0% | $149,718+145.7% | $147,584+149.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 11.08% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,819 | $6,275-55.1% | $5,445-48.2% | $4,876-42.2% |
| Participant deferral / active EE | $9,801 | $7,271+34.8% | $6,569+49.2% | $5,439+80.2% |
| Admin fee / account holder | $413,472 | $13,799+2896.3% | $11,283+3564.7% | $10,885+3698.5% |