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 | $285,972 | $197,825+44.6% | $155,790+83.6% | $125,391+128.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.60% | 86.74%-89.3pp | 71.54%-74.1pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,426 | $4,847-49.9% | $3,836-36.8% | $4,866-50.1% |
| Participant deferral / active EE | $9,000 | $5,630+59.9% | $4,797+87.6% | $5,352+68.2% |
| Admin fee / account holder | $15,450 | $9,545+61.9% | $7,478+106.6% | $9,540+61.9% |