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 | $399,812 | $202,432+97.5% | $169,368+136.1% | $139,434+186.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.26% | 531.74%-514.5pp | 405.60%-388.3pp | 372.94%-355.7pp |
| Employer contribution / active EE | $6,665 | $4,692+42.0% | $4,013+66.1% | $4,751+40.3% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $30,184 | $10,708+181.9% | $9,003+235.3% | $11,403+164.7% |