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 9-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 | $450,445 | $176,662+155.0% | $130,648+244.8% | $152,861+194.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 21.83% | 2692.24%-2670.4pp | 1708.96%-1687.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,117 | $5,742-28.3% | $4,092+0.6% | $4,762-13.6% |
| Participant deferral / active EE | $11,820 | $4,361+171.0% | $3,603+228.1% | $5,850+102.1% |
| Admin fee / account holder | $1,145 | $7,133-83.9% | $5,464-79.0% | $11,596-90.1% |