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 | $478,784 | $76,738+523.9% | $56,411+748.7% | $145,922+228.1% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 8.50% | 2994.23%-2985.7pp | 1701.33%-1692.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $649 | $1,380-53.0% | $1,039-37.5% | $4,660-86.1% |
| Participant deferral / active EE | $6,778 | $2,623+158.4% | $1,952+247.2% | $6,688+1.3% |
| Admin fee / account holder | $4,405 | $3,334+32.1% | $2,829+55.7% | $13,397-67.1% |