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 | $354,712 | $185,200+91.5% | $142,863+148.3% | $167,490+111.8% |
| Participation rate | 60.0% | 78.4%-18.4pp | 71.9%-11.9pp | 82.1%-22.1pp |
| Annual return | 10.34% | 8555.70%-8545.4pp | 5637.54%-5627.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,636 | $4,494+25.4% | $3,837+46.9% | $6,341-11.1% |
| Admin fee / account holder | $1,629 | $8,031-79.7% | $6,560-75.2% | $12,309-86.8% |