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 | $526,899 | $180,749+191.5% | $160,784+227.7% | $137,256+283.9% |
| Participation rate | 64.3% | 80.0%-15.7pp | 77.0%-12.7pp | 80.0%-15.7pp |
| Annual return | 16.10% | 2234.46%-2218.4pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,724 | $4,155-34.4% | $3,733-27.0% | $4,156-34.5% |
| Participant deferral / active EE | $15,798 | $6,844+130.8% | $6,293+151.0% | $6,407+146.6% |
| Admin fee / account holder | $28,007 | $10,397+169.4% | $9,717+188.2% | $12,270+128.3% |