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 | $454,757 | $76,785+492.2% | $56,441+705.7% | $145,959+211.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 27.38% | 3000.51%-2973.1pp | 1704.21%-1676.8pp | 561.95%-534.6pp |
| Employer contribution / active EE | $4,582 | $1,381+231.9% | $1,039+341.0% | $4,661-1.7% |
| Participant deferral / active EE | $4,582 | $2,624+74.6% | $1,953+134.6% | $6,689-31.5% |
| Admin fee / account holder | $10,050 | $3,334+201.4% | $2,829+255.2% | $13,398-25.0% |