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 | $308,021 | $76,738+301.4% | $56,411+446.0% | $145,922+111.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 13.68% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $965 | $1,380-30.1% | $1,039-7.1% | $4,660-79.3% |
| Participant deferral / active EE | $4,625 | $2,623+76.3% | $1,952+136.9% | $6,688-30.8% |
| Admin fee / account holder | $3,554 | $3,334+6.6% | $2,829+25.6% | $13,397-73.5% |