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 | $281,290 | $70,587+298.5% | $124,672+125.6% | $85,850+227.7% |
| Participation rate | 52.9% | 64.4%-11.5pp | 74.6%-21.7pp | 69.3%-16.4pp |
| Annual return | 16.81% | 20688.83%-20672.0pp | 5142.93%-5126.1pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,279 | $1,913+71.4% | $3,324-1.3% | $2,565+27.8% |
| Participant deferral / active EE | $6,224 | $2,969+109.6% | $4,614+34.9% | $3,952+57.5% |
| Admin fee / account holder | $12,590 | $5,282+138.4% | $7,493+68.0% | $6,260+101.1% |