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 | $270,867 | $190,805+42.0% | $159,960+69.3% | $134,475+101.4% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.84% | 552.23%-567.1pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,918 | $4,995-61.6% | $4,226-54.6% | $4,740-59.5% |
| Participant deferral / active EE | $7,680 | $6,923+10.9% | $6,182+24.2% | $6,400+20.0% |
| Admin fee / account holder | $10,903 | $10,471+4.1% | $8,698+25.4% | $11,426-4.6% |