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 9-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 | $549,248 | $202,318+171.5% | $172,739+218.0% | $152,861+259.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 13.66% | 1029.65%-1016.0pp | 802.84%-789.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $4,397 | $5,856-24.9% | $5,143-14.5% | $4,762-7.7% |
| Participant deferral / active EE | $12,094 | $5,948+103.3% | $5,198+132.7% | $5,850+106.7% |
| Admin fee / account holder | $5,665 | $17,109-66.9% | $13,954-59.4% | $11,596-51.2% |