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 6-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 | $344,367 | $76,738+348.8% | $56,411+510.5% | $145,922+136.0% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 5.57% | 2994.23%-2988.7pp | 1701.33%-1695.8pp | 561.29%-555.7pp |
| Employer contribution / active EE | $139 | $1,380-90.0% | $1,039-86.6% | $4,660-97.0% |
| Participant deferral / active EE | $1,611 | $2,623-38.6% | $1,952-17.5% | $6,688-75.9% |
| Admin fee / account holder | $1,794 | $3,334-46.2% | $2,829-36.6% | $13,397-86.6% |