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 | $254,350 | $150,440+69.1% | $136,294+86.6% | $147,584+72.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.80% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $11,499 | $5,256+118.8% | $4,695+144.9% | $4,876+135.8% |
| Participant deferral / active EE | $10,500 | $6,630+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $651 | $10,905-94.0% | $9,243-93.0% | $10,885-94.0% |