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 | $605,259 | $133,958+351.8% | $112,228+439.3% | $134,475+350.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.81% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,966 | $4,038-51.3% | $3,635-45.9% | $4,740-58.5% |
| Participant deferral / active EE | $11,338 | $5,291+114.3% | $4,728+139.8% | $6,400+77.2% |
| Admin fee / account holder | $4,754 | $7,489-36.5% | $6,410-25.8% | $11,426-58.4% |