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 | $514,644 | $180,449+185.2% | $154,107+234.0% | $135,375+280.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -3.89% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,328 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $2,922 | $5,806-49.7% | $5,081-42.5% | $5,609-47.9% |
| Admin fee / account holder | $15,616 | $16,143-3.3% | $13,411+16.4% | $10,827+44.2% |