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 | $189,613+59.4% | $167,512+80.4% | $142,382+112.3% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 14.89% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,503 | $4,349-42.5% | $3,882-35.5% | $4,299-41.8% |
| Participant deferral / active EE | $9,572 | $6,981+37.1% | $6,405+49.5% | $6,507+47.1% |
| Admin fee / account holder | $3,741 | $10,528-64.5% | $9,769-61.7% | $12,624-70.4% |