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 | $282,439 | $114,047+147.7% | $96,139+193.8% | $167,490+68.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 16.03% | 189.88%-173.9pp | 191.94%-175.9pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,437 | $3,427+146.2% | $2,797+201.7% | $4,837+74.4% |
| Participant deferral / active EE | $10,594 | $5,194+104.0% | $4,349+143.6% | $6,341+67.1% |
| Admin fee / account holder | $38,556 | $6,897+459.0% | $5,537+596.4% | $12,309+213.2% |