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 | $465,796 | $189,613+145.7% | $167,512+178.1% | $142,382+227.1% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 23.59% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $810 | $4,349-81.4% | $3,882-79.1% | $4,299-81.2% |
| Participant deferral / active EE | $3,047 | $6,981-56.4% | $6,405-52.4% | $6,507-53.2% |
| Admin fee / account holder | $1,424 | $10,528-86.5% | $9,769-85.4% | $12,624-88.7% |