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 | $343,808 | $175,202+96.2% | $149,673+129.7% | $139,434+146.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 17.08% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $20,925 | $5,474+282.2% | $4,818+334.3% | $4,751+340.4% |
| Participant deferral / active EE | $13,775 | $6,519+111.3% | $5,680+142.5% | $6,710+105.3% |
| Admin fee / account holder | $1,568 | $16,150-90.3% | $13,210-88.1% | $11,403-86.2% |