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 | $422,304 | $76,785+450.0% | $56,441+648.2% | $145,959+189.3% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.27% | 3000.51%-2985.2pp | 1704.21%-1688.9pp | 561.95%-546.7pp |
| Employer contribution / active EE | $548 | $1,381-60.3% | $1,039-47.2% | $4,661-88.2% |
| Participant deferral / active EE | $6,408 | $2,624+144.3% | $1,953+228.2% | $6,689-4.2% |
| Admin fee / account holder | $1,510 | $3,334-54.7% | $2,829-46.6% | $13,398-88.7% |