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 | $264,368 | $99,640+165.3% | $86,436+205.9% | $134,475+96.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.43% | 6782.58%-6797.0pp | 4394.89%-4409.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,190 | $4,400-27.5% | $3,769-15.4% | $4,740-32.7% |
| Participant deferral / active EE | $7,871 | $7,246+8.6% | $6,952+13.2% | $6,400+23.0% |
| Admin fee / account holder | $147,921 | $8,371+1667.0% | $6,731+2097.6% | $11,426+1194.6% |