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 | $328,482 | $65,409+402.2% | $98,442+233.7% | $85,850+282.6% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.3%-23.4pp |
| Annual return | 12.48% | 21.76%-9.3pp | 1492.73%-1480.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,580 | $2,168+157.4% | $2,960+88.5% | $2,565+117.5% |
| Participant deferral / active EE | $4,843 | $3,166+53.0% | $4,276+13.3% | $3,952+22.6% |
| Admin fee / account holder | $11,172 | $4,593+143.3% | $5,949+87.8% | $6,260+78.5% |