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 5-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 | $724,881 | $177,572+308.2% | $154,803+368.3% | $142,382+409.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 408.41% | 65.07%+343.3pp | 58.88%+349.5pp | 217.08%+191.3pp |
| Employer contribution / active EE | $933 | $4,810-80.6% | $4,305-78.3% | $4,299-78.3% |
| Participant deferral / active EE | $10,033 | $6,272+60.0% | $5,540+81.1% | $6,507+54.2% |
| Admin fee / account holder | $362 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |