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 | $401,938 | $176,056+128.3% | $159,436+152.1% | $167,490+140.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 34.06% | 331.75%-297.7pp | 263.57%-229.5pp | 478.56%-444.5pp |
| Employer contribution / active EE | $2,628 | $5,297-50.4% | $4,829-45.6% | $4,837-45.7% |
| Participant deferral / active EE | $10,415 | $7,750+34.4% | $7,352+41.7% | $6,341+64.2% |
| Admin fee / account holder | $85,856 | $12,554+583.9% | $10,799+695.1% | $12,309+597.5% |