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 | $270,164 | $76,738+252.1% | $56,411+378.9% | $145,922+85.1% |
| Participation rate | 15.0% | 63.2%-48.2pp | 52.5%-37.5pp | 80.3%-65.3pp |
| Annual return | 11.19% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $548 | $1,380-60.3% | $1,039-47.2% | $4,660-88.2% |
| Participant deferral / active EE | $1,845 | $2,623-29.7% | $1,952-5.5% | $6,688-72.4% |
| Admin fee / account holder | $1,035 | $3,334-69.0% | $2,829-63.4% | $13,397-92.3% |