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 8-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 | $306,928 | $202,318+51.7% | $172,739+77.7% | $152,861+100.8% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 22.01% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $750 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |