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 | $328,024 | $111,754+193.5% | $103,333+217.4% | $145,922+124.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.16% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,159 | $4,212-48.7% | $3,868-44.2% | $4,660-53.7% |
| Participant deferral / active EE | $7,415 | $5,619+32.0% | $5,057+46.6% | $6,688+10.9% |
| Admin fee / account holder | $2,201 | $9,750-77.4% | $8,355-73.7% | $13,397-83.6% |