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 6-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 | $989,667 | $127,065+678.9% | $113,168+774.5% | $142,382+595.1% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 19.42% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.7pp |
| Employer contribution / active EE | $16,946 | $3,442+392.3% | $2,975+469.6% | $4,299+294.2% |
| Participant deferral / active EE | $5,087 | $5,716-11.0% | $5,107-0.4% | $6,507-21.8% |
| Admin fee / account holder | $93,886 | $15,736+496.6% | $12,068+678.0% | $12,624+643.7% |