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 | $257,965 | $65,561+293.5% | $86,188+199.3% | $75,163+243.2% |
| Participation rate | 65.7% | 60.5%+5.2pp | 69.0%-3.2pp | 67.2%-1.5pp |
| Annual return | 27.24% | 46.05%-18.8pp | 1168.45%-1141.2pp | 160.62%-133.4pp |
| Employer contribution / active EE | $4,597 | $1,553+196.1% | $2,380+93.1% | $2,670+72.2% |
| Participant deferral / active EE | $5,274 | $3,024+74.4% | $3,985+32.3% | $4,125+27.9% |
| Admin fee / account holder | $1,068 | $5,474-80.5% | $6,852-84.4% | $5,651-81.1% |