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 | $329,307 | $138,044+138.6% | $125,339+162.7% | $134,475+144.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -10.44% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,600 | $5,243-69.5% | $4,814-66.8% | $4,740-66.2% |
| Participant deferral / active EE | $4,500 | $7,799-42.3% | $7,446-39.6% | $6,400-29.7% |
| Admin fee / account holder | $5,000 | $11,571-56.8% | $10,010-50.0% | $11,426-56.2% |