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 | $252,033 | $106,543+136.6% | $91,220+176.3% | $134,475+87.4% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.2%-43.2pp | 81.2%-51.2pp |
| Annual return | -15.54% | 160.60%-176.1pp | 114.01%-129.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,937 | $3,331-41.9% | $2,850-32.1% | $4,740-59.1% |
| Participant deferral / active EE | $4,437 | $4,719-6.0% | $4,234+4.8% | $6,400-30.7% |
| Admin fee / account holder | $13,380 | $6,231+114.7% | $5,420+146.9% | $11,426+17.1% |