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 | $445,887 | $90,348+393.5% | $75,972+486.9% | $145,922+205.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 34.13% | 620.88%-586.7pp | 359.55%-325.4pp | 561.29%-527.2pp |
| Employer contribution / active EE | $2,040 | $3,311-38.4% | $2,685-24.0% | $4,660-56.2% |
| Participant deferral / active EE | $1,259 | $5,162-75.6% | $4,255-70.4% | $6,688-81.2% |
| Admin fee / account holder | $116,952 | $8,467+1281.3% | $6,467+1708.5% | $13,397+773.0% |