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 | $539,976 | $92,703+482.5% | $82,719+552.8% | $134,475+301.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.29% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,398 | $3,274-57.3% | $3,009-53.6% | $4,740-70.5% |
| Participant deferral / active EE | $6,558 | $4,802+36.6% | $4,395+49.2% | $6,400+2.5% |
| Admin fee / account holder | $10,618 | $5,983+77.5% | $5,329+99.3% | $11,426-7.1% |