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 | $393,765 | $183,963+114.0% | $162,163+142.8% | $152,861+157.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 142.70% | 150.76%-8.1pp | 115.59%+27.1pp | 345.32%-202.6pp |
| Employer contribution / active EE | $1,588 | $6,371-75.1% | $5,614-71.7% | $4,762-66.7% |
| Participant deferral / active EE | $7,600 | $8,034-5.4% | $7,298+4.1% | $5,850+29.9% |
| Admin fee / account holder | $131,859 | $13,121+904.9% | $10,843+1116.1% | $11,596+1037.1% |