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 | $446,489 | $142,405+213.5% | $115,157+287.7% | $152,861+192.1% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.0pp | 82.4%-39.6pp |
| Annual return | 13.85% | 41.48%-27.6pp | 35.60%-21.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $21,161 | $4,010+427.7% | $3,179+565.7% | $4,762+344.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $29,905 | $8,462+253.4% | $7,088+321.9% | $11,596+157.9% |