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 | $422,304 | $76,738+450.3% | $56,411+648.6% | $145,922+189.4% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.27% | 2994.23%-2979.0pp | 1701.33%-1686.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $548 | $1,380-60.3% | $1,039-47.2% | $4,660-88.2% |
| Participant deferral / active EE | $6,408 | $2,623+144.4% | $1,952+228.3% | $6,688-4.2% |
| Admin fee / account holder | $1,510 | $3,334-54.7% | $2,829-46.6% | $13,397-88.7% |