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 | $327,030 | $171,865+90.3% | $149,718+118.4% | $147,584+121.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.00% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $4,268 | $6,275-32.0% | $5,445-21.6% | $4,876-12.5% |
| Participant deferral / active EE | $14,358 | $7,271+97.5% | $6,569+118.6% | $5,439+164.0% |
| Admin fee / account holder | $711 | $13,799-94.8% | $11,283-93.7% | $10,885-93.5% |