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 8-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 | $308,933 | $189,613+62.9% | $167,512+84.4% | $142,382+117.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 17.23% | 2024.68%-2007.4pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,841 | $4,349-57.7% | $3,882-52.6% | $4,299-57.2% |
| Participant deferral / active EE | $11,579 | $6,981+65.9% | $6,405+80.8% | $6,507+77.9% |
| Admin fee / account holder | $991 | $10,528-90.6% | $9,769-89.9% | $12,624-92.1% |