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 | $392,055 | $92,703+322.9% | $82,719+374.0% | $134,475+191.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.90% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,218 | $3,274-62.8% | $3,009-59.5% | $4,740-74.3% |
| Participant deferral / active EE | $7,475 | $4,802+55.7% | $4,395+70.1% | $6,400+16.8% |
| Admin fee / account holder | $1,910 | $5,983-68.1% | $5,329-64.2% | $11,426-83.3% |