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 | $258,274 | $138,044+87.1% | $125,339+106.1% | $134,475+92.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,459 | $5,243-72.2% | $4,814-69.7% | $4,740-69.2% |
| Participant deferral / active EE | $6,291 | $7,799-19.3% | $7,446-15.5% | $6,400-1.7% |
| Admin fee / account holder | $829 | $11,571-92.8% | $10,010-91.7% | $11,426-92.7% |