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 | $694,120 | $104,486+564.3% | $76,817+803.6% | $152,861+354.1% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.4%-82.4pp |
| Annual return | 21.01% | 1013.37%-992.4pp | 1166.11%-1145.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,241 | $4,236-23.5% | $3,336-2.8% | $5,850-44.6% |
| Admin fee / account holder | $81,539 | $12,275+564.3% | $6,420+1170.1% | $11,596+603.1% |