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 | $429,385 | $96,305+345.9% | $80,569+432.9% | $139,434+207.9% |
| Participation rate | 64.7% | 73.6%-8.9pp | 67.0%-2.3pp | 80.3%-15.6pp |
| Annual return | 16.36% | 1350.08%-1333.7pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,545 | $3,262+100.6% | $2,723+140.3% | $4,751+37.8% |
| Participant deferral / active EE | $5,419 | $5,232+3.6% | $4,447+21.8% | $6,710-19.2% |
| Admin fee / account holder | $95,019 | $6,599+1340.0% | $5,377+1667.1% | $11,403+733.3% |