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 | $323,371 | $88,751+264.4% | $81,812+295.3% | $145,922+121.6% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.3%-50.9pp | 80.3%-58.8pp |
| Annual return | 10.95% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $459 | $3,083-85.1% | $2,912-84.3% | $4,660-90.2% |
| Participant deferral / active EE | $4,740 | $4,643+2.1% | $4,319+9.8% | $6,688-29.1% |
| Admin fee / account holder | $1,875 | $8,415-77.7% | $7,386-74.6% | $13,397-86.0% |