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 | $402,727 | $180,449+123.2% | $154,107+161.3% | $135,375+197.5% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -4.21% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,747 | $6,035-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $3,444 | $5,806-40.7% | $5,081-32.2% | $5,609-38.6% |
| Admin fee / account holder | $676 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |