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 7-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 | $736,268 | $202,318+263.9% | $172,739+326.2% | $152,861+381.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 23.90% | 1029.65%-1005.8pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $36,533 | $5,856+523.8% | $5,143+610.4% | $4,762+667.1% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,850+276.1% |
| Admin fee / account holder | $9,612 | $17,109-43.8% | $13,954-31.1% | $11,596-17.1% |