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 | $322,567 | $114,047+182.8% | $96,139+235.5% | $167,490+92.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 14.26% | 189.88%-175.6pp | 191.94%-177.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,087 | $3,427-68.3% | $2,797-61.1% | $4,837-77.5% |
| Participant deferral / active EE | $5,192 | $5,1940% | $4,349+19.4% | $6,341-18.1% |
| Admin fee / account holder | $385 | $6,897-94.4% | $5,537-93.0% | $12,309-96.9% |