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 4-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 | $270,707 | $96,305+181.1% | $80,569+236.0% | $139,434+94.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.79% | 1350.08%-1330.3pp | 935.43%-915.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $780 | $3,262-76.1% | $2,723-71.4% | $4,751-83.6% |
| Participant deferral / active EE | $975 | $5,232-81.4% | $4,447-78.1% | $6,710-85.5% |
| Admin fee / account holder | $11,046 | $6,599+67.4% | $5,377+105.4% | $11,403-3.1% |