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 | $254,844 | $104,486+143.9% | $76,817+231.8% | $152,861+66.7% |
| Participation rate | 46.7% | 76.6%-29.9pp | 72.1%-25.4pp | 82.4%-35.8pp |
| Annual return | 24.76% | 1013.37%-988.6pp | 1166.11%-1141.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $305 | $3,116-90.2% | $2,302-86.7% | $4,762-93.6% |
| Participant deferral / active EE | $2,929 | $4,236-30.8% | $3,336-12.2% | $5,850-49.9% |
| Admin fee / account holder | $1,783 | $12,275-85.5% | $6,420-72.2% | $11,596-84.6% |