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 | $289,638 | $168,632+71.8% | $147,614+96.2% | $125,391+131.0% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -1.92% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $9,732 | $6,252+55.7% | $5,564+74.9% | $4,866+100.0% |
| Participant deferral / active EE | $5,000 | $5,507-9.2% | $4,895+2.1% | $5,352-6.6% |
| Admin fee / account holder | $2,619 | $13,580-80.7% | $11,611-77.4% | $9,540-72.5% |