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 | $473,451 | $97,757+384.3% | $83,848+464.7% | $135,375+249.7% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -7.56% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,089 | $4,222-50.5% | $3,631-42.5% | $4,779-56.3% |
| Participant deferral / active EE | $10,250 | $4,682+118.9% | $4,082+151.1% | $5,609+82.7% |
| Admin fee / account holder | $12,527 | $6,674+87.7% | $5,478+128.7% | $10,827+15.7% |