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 | $798,675 | $76,738+940.8% | $56,411+1315.8% | $145,922+447.3% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.0pp | 80.3%-58.8pp |
| Annual return | 12.76% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $654 | $1,380-52.6% | $1,039-37.0% | $4,660-86.0% |
| Participant deferral / active EE | $4,126 | $2,623+57.3% | $1,952+111.4% | $6,688-38.3% |
| Admin fee / account holder | $6,247 | $3,334+87.4% | $2,829+120.8% | $13,397-53.4% |