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 | $907,615 | $100,852+799.9% | $90,404+904.0% | $158,922+471.1% |
| Participation rate | 8.3% | 75.0%-66.7pp | 72.7%-64.3pp | 82.0%-73.6pp |
| Annual return | 18.42% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,323 | $4,348-69.6% | $3,963-66.6% | $5,982-77.9% |
| Admin fee / account holder | $4,557 | $6,501-29.9% | $5,611-18.8% | $11,246-59.5% |