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 | $258,256 | $65,561+293.9% | $86,188+199.6% | $75,163+243.6% |
| Participation rate | 56.0% | 60.5%-4.5pp | 69.0%-13.0pp | 67.2%-11.2pp |
| Annual return | 14.32% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,209 | $1,553-22.1% | $2,380-49.2% | $2,670-54.7% |
| Participant deferral / active EE | $4,565 | $3,024+51.0% | $3,985+14.6% | $4,125+10.7% |
| Admin fee / account holder | $57,548 | $5,474+951.3% | $6,852+739.9% | $5,651+918.4% |