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 | $271,101 | $176,056+54.0% | $159,436+70.0% | $167,490+61.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 27.20% | 331.75%-304.5pp | 263.57%-236.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $19,106 | $5,297+260.7% | $4,829+295.6% | $4,837+295.0% |
| Participant deferral / active EE | $9,750 | $7,750+25.8% | $7,352+32.6% | $6,341+53.8% |
| Admin fee / account holder | $628 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |