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 6-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 | $252,533 | $110,502+128.5% | $80,716+212.9% | $167,490+50.8% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 12.98% | 120.54%-107.6pp | 87.28%-74.3pp | 478.56%-465.6pp |
| Employer contribution / active EE | $916 | $1,543-40.6% | $1,160-21.0% | $4,837-81.1% |
| Participant deferral / active EE | $7,429 | $2,871+158.8% | $2,146+246.2% | $6,341+17.1% |
| Admin fee / account holder | $460 | $4,545-89.9% | $3,380-86.4% | $12,309-96.3% |