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 | $474,906 | $88,594+436.0% | $70,092+577.5% | $134,475+253.2% |
| Participation rate | 68.8% | 74.9%-6.2pp | 70.5%-1.7pp | 81.2%-12.5pp |
| Annual return | -6.49% | 442.67%-449.2pp | 190.73%-197.2pp | 417.96%-424.5pp |
| Employer contribution / active EE | $3,341 | $3,233+3.3% | $2,559+30.6% | $4,740-29.5% |
| Participant deferral / active EE | $7,052 | $4,772+47.8% | $3,849+83.2% | $6,400+10.2% |
| Admin fee / account holder | $15,274 | $10,441+46.3% | $6,267+143.7% | $11,426+33.7% |