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 | $285,583 | $109,327+161.2% | $89,391+219.5% | $158,922+79.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 9.34% | 345.68%-336.3pp | 245.62%-236.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,043 | $3,170-67.1% | $2,586-59.6% | $4,761-78.1% |
| Participant deferral / active EE | $2,820 | $4,598-38.7% | $3,890-27.5% | $5,982-52.9% |
| Admin fee / account holder | $2,750 | $6,153-55.3% | $4,881-43.7% | $11,246-75.5% |