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 | $1,134,288 | $202,318+460.6% | $172,739+556.6% | $152,861+642.0% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 993.03% | 1029.65%-36.6pp | 802.84%+190.2pp | 345.32%+647.7pp |
| Employer contribution / active EE | $4,994 | $5,856-14.7% | $5,143-2.9% | $4,762+4.9% |
| Participant deferral / active EE | $13,613 | $5,948+128.9% | $5,198+161.9% | $5,850+132.7% |
| Admin fee / account holder | $75,074 | $17,109+338.8% | $13,954+438.0% | $11,596+547.4% |