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 | $320,130 | $167,484+91.1% | $151,611+111.2% | $134,475+138.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -18.78% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,798 | $8,986-57.7% | $8,363-54.6% | $6,400-40.7% |
| Admin fee / account holder | $26,366 | $13,783+91.3% | $11,616+127.0% | $11,426+130.8% |