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 8-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 | $383,634 | $156,846+144.6% | $121,098+216.8% | $139,434+175.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 10.07% | 1474.56%-1464.5pp | 985.75%-975.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $23,836 | $5,536+330.5% | $4,164+472.5% | $4,751+401.7% |
| Participant deferral / active EE | $25,500 | $4,844+426.4% | $4,080+525.1% | $6,710+280.0% |
| Admin fee / account holder | $15,149 | $6,946+118.1% | $5,644+168.4% | $11,403+32.9% |