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 | $512,250 | $202,432+153.0% | $169,368+202.4% | $139,434+267.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.17% | 531.74%-514.6pp | 405.60%-388.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $12,165 | $4,692+159.3% | $4,013+203.2% | $4,751+156.1% |
| Participant deferral / active EE | $12,299 | $6,938+77.3% | $6,221+97.7% | $6,710+83.3% |
| Admin fee / account holder | $29,666 | $10,708+177.0% | $9,003+229.5% | $11,403+160.2% |