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 | $265,985 | $97,757+172.1% | $83,848+217.2% | $135,375+96.5% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -3.81% | 1287.37%-1291.2pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,934 | $4,222-30.5% | $3,631-19.2% | $4,779-38.6% |
| Participant deferral / active EE | $7,693 | $4,682+64.3% | $4,082+88.5% | $5,609+37.2% |
| Admin fee / account holder | $701 | $6,674-89.5% | $5,478-87.2% | $10,827-93.5% |