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 | $350,544 | $102,604+241.6% | $86,188+306.7% | $139,434+151.4% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 19.83% | 1922.51%-1902.7pp | 1168.45%-1148.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,569 | $3,032-48.3% | $2,380-34.1% | $4,751-67.0% |
| Participant deferral / active EE | $3,500 | $4,676-25.1% | $3,985-12.2% | $6,710-47.8% |
| Admin fee / account holder | $5,501 | $8,657-36.4% | $6,852-19.7% | $11,403-51.8% |