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 3-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 | $337,883 | $185,822+81.8% | $169,993+98.8% | $139,434+142.3% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 3151.72% | 60.50%+3091.2pp | 53.37%+3098.4pp | 372.94%+2778.8pp |
| Employer contribution / active EE | $4,400 | $7,590-42.0% | $6,785-35.2% | $4,751-7.4% |
| Participant deferral / active EE | $6,676 | $11,622-42.6% | $10,408-35.9% | $6,710-0.5% |
| Admin fee / account holder | $854 | $15,381-94.4% | $12,815-93.3% | $11,403-92.5% |