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 | $390,340 | $156,846+148.9% | $121,098+222.3% | $139,434+179.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 11.44% | 1474.56%-1463.1pp | 985.75%-974.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $18,061 | $5,536+226.2% | $4,164+333.8% | $4,751+280.2% |
| Participant deferral / active EE | $19,300 | $4,844+298.4% | $4,080+373.1% | $6,710+187.6% |
| Admin fee / account holder | $88,595 | $6,946+1175.5% | $5,644+1469.6% | $11,403+677.0% |