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 7-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 | $331,787 | $172,478+92.4% | $145,661+127.8% | $142,382+133.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.2%-77.2pp | 80.1%-80.1pp |
| Annual return | 17.37% | 151.09%-133.7pp | 101.46%-84.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,217 | $4,899-13.9% | $4,238-0.5% | $4,299-1.9% |
| Participant deferral / active EE | $9,643 | $8,348+15.5% | $7,198+34.0% | $6,507+48.2% |
| Admin fee / account holder | $6,218 | $16,864-63.1% | $12,466-50.1% | $12,624-50.7% |