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 | $302,249 | $180,749+67.2% | $160,784+88.0% | $137,256+120.2% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 14.89% | 2234.46%-2219.6pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,503 | $4,155-39.8% | $3,733-33.0% | $4,156-39.8% |
| Participant deferral / active EE | $9,572 | $6,844+39.9% | $6,293+52.1% | $6,407+49.4% |
| Admin fee / account holder | $3,741 | $10,397-64.0% | $9,717-61.5% | $12,270-69.5% |