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 | $490,368 | $92,703+429.0% | $82,719+492.8% | $134,475+264.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.08% | 944.92%-965.0pp | 701.18%-721.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,148 | $3,274-3.9% | $3,009+4.6% | $4,740-33.6% |
| Participant deferral / active EE | $5,418 | $4,802+12.8% | $4,395+23.3% | $6,400-15.3% |
| Admin fee / account holder | $3,965 | $5,983-33.7% | $5,329-25.6% | $11,426-65.3% |