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 | $269,035 | $180,449+49.1% | $154,107+74.6% | $135,375+98.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.45% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,253 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $8,434 | $5,806+45.3% | $5,081+66.0% | $5,609+50.4% |
| Admin fee / account holder | $3,998 | $16,143-75.2% | $13,411-70.2% | $10,827-63.1% |