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 | $326,191 | $156,846+108.0% | $121,098+169.4% | $139,434+133.9% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 33.85% | 1474.56%-1440.7pp | 985.75%-951.9pp | 372.94%-339.1pp |
| Employer contribution / active EE | $8,444 | $5,536+52.5% | $4,164+102.8% | $4,751+77.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $11,796 | $6,946+69.8% | $5,644+109.0% | $11,403+3.4% |