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 | $321,259 | $180,449+78.0% | $154,107+108.5% | $135,375+137.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -1.74% | 888.09%-889.8pp | 735.12%-736.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,355 | $6,035-61.0% | $5,298-55.5% | $4,779-50.7% |
| Participant deferral / active EE | $8,258 | $5,806+42.2% | $5,081+62.5% | $5,609+47.2% |
| Admin fee / account holder | $2,155 | $16,143-86.7% | $13,411-83.9% | $10,827-80.1% |