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 | $262,973 | $76,738+242.7% | $56,411+366.2% | $145,922+80.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.0pp | 80.3%-58.8pp |
| Annual return | 8.75% | 2994.23%-2985.5pp | 1701.33%-1692.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $206 | $1,380-85.1% | $1,039-80.1% | $4,660-95.6% |
| Participant deferral / active EE | $3,375 | $2,623+28.7% | $1,952+72.9% | $6,688-49.5% |
| Admin fee / account holder | $3,452 | $3,334+3.5% | $2,829+22.0% | $13,397-74.2% |