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 | $339,261 | $150,187+125.9% | $120,354+181.9% | $145,922+132.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 23.95% | 154.07%-130.1pp | 107.15%-83.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $5,725 | $4,348+31.7% | $3,463+65.4% | $4,660+22.9% |
| Participant deferral / active EE | $12,123 | $6,173+96.4% | $4,991+142.9% | $6,688+81.3% |
| Admin fee / account holder | $4,580 | $12,207-62.5% | $9,423-51.4% | $13,397-65.8% |