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 | $254,154 | $76,738+231.2% | $56,411+350.5% | $145,922+74.2% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.0pp | 80.3%-58.8pp |
| Annual return | 7.93% | 2994.23%-2986.3pp | 1701.33%-1693.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $282 | $1,380-79.6% | $1,039-72.9% | $4,660-94.0% |
| Participant deferral / active EE | $2,279 | $2,623-13.1% | $1,952+16.8% | $6,688-65.9% |
| Admin fee / account holder | $100,065 | $3,334+2901.6% | $2,829+3437.4% | $13,397+646.9% |