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 | $453,812 | $190,805+137.8% | $159,960+183.7% | $134,475+237.5% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.49% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,940 | $4,995-41.1% | $4,226-30.4% | $4,740-38.0% |
| Participant deferral / active EE | $13,500 | $6,923+95.0% | $6,182+118.4% | $6,400+110.9% |
| Admin fee / account holder | $1,880 | $10,471-82.0% | $8,698-78.4% | $11,426-83.5% |