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 | $280,818 | $88,751+216.4% | $81,812+243.3% | $145,922+92.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 23.79% | 1025.40%-1001.6pp | 773.79%-750.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $4,741 | $3,083+53.8% | $2,912+62.8% | $4,660+1.7% |
| Participant deferral / active EE | $9,271 | $4,643+99.7% | $4,319+114.7% | $6,688+38.6% |
| Admin fee / account holder | $77,812 | $8,415+824.6% | $7,386+953.5% | $13,397+480.8% |