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 | $272,229 | $88,751+206.7% | $81,812+232.8% | $145,922+86.6% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 10.27% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,602 | $3,083-15.6% | $2,912-10.6% | $4,660-44.2% |
| Participant deferral / active EE | $6,372 | $4,643+37.2% | $4,319+47.6% | $6,688-4.7% |
| Admin fee / account holder | $1,479 | $8,415-82.4% | $7,386-80.0% | $13,397-89.0% |