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 | $335,246 | $104,106+222.0% | $71,086+371.6% | $135,375+147.6% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -9.99% | 1256.30%-1266.3pp | 650.59%-660.6pp | 519.73%-529.7pp |
| Employer contribution / active EE | $7,793 | $1,485+424.8% | $1,088+616.4% | $4,779+63.1% |
| Participant deferral / active EE | $9,134 | $2,527+261.5% | $1,874+387.4% | $5,609+62.9% |
| Admin fee / account holder | $13,624 | $4,142+228.9% | $3,082+342.0% | $10,827+25.8% |