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 | $299,797 | $165,984+80.6% | $164,813+81.9% | $145,922+105.5% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 21.51% | 100.03%-78.5pp | 69.93%-48.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $7,765 | $5,273+47.3% | $4,341+78.9% | $4,660+66.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $32,380 | $16,648+94.5% | $12,690+155.2% | $13,397+141.7% |