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 6-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 | $408,228 | $238,490+71.2% | $180,183+126.6% | $142,382+186.7% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.4%-77.4pp | 80.1%-80.1pp |
| Annual return | 13.81% | 33.56%-19.7pp | 27.86%-14.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $27,946 | $6,143+354.9% | $5,039+454.6% | $4,299+550.0% |
| Participant deferral / active EE | $12,259 | $7,996+53.3% | $6,822+79.7% | $6,507+88.4% |
| Admin fee / account holder | $16,807 | $28,866-41.8% | $19,975-15.9% | $12,624+33.1% |