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 | $384,575 | $150,440+155.6% | $136,294+182.2% | $147,584+160.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.40% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,884 | $5,256-45.1% | $4,695-38.6% | $4,876-40.9% |
| Participant deferral / active EE | $10,049 | $6,630+51.6% | $6,247+60.9% | $5,439+84.8% |
| Admin fee / account holder | $1,177 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |