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 | $709,433 | $171,865+312.8% | $149,718+373.8% | $147,584+380.7% |
| Participation rate | 64.7% | 88.2%-23.5pp | 87.1%-22.4pp | 82.8%-18.1pp |
| Annual return | 15.16% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $36,060 | $6,275+474.6% | $5,445+562.3% | $4,876+639.5% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,906 | $13,799+22.5% | $11,283+49.8% | $10,885+55.3% |