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 3-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 | $295,964 | $90,397+227.4% | $76,002+289.4% | $145,959+102.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 19.00% | 621.97%-603.0pp | 360.07%-341.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $3,057 | $3,317-7.9% | $2,688+13.7% | $4,661-34.4% |
| Participant deferral / active EE | $6,135 | $5,163+18.8% | $4,257+44.1% | $6,689-8.3% |
| Admin fee / account holder | $6,020 | $8,369-28.1% | $6,414-6.1% | $13,398-55.1% |