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 | $358,955 | $190,805+88.1% | $159,960+124.4% | $134,475+166.9% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.96% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,248 | $4,995+145.2% | $4,226+189.8% | $4,740+158.4% |
| Participant deferral / active EE | $3,499 | $6,923-49.5% | $6,182-43.4% | $6,400-45.3% |
| Admin fee / account holder | $149,082 | $10,471+1323.7% | $8,698+1614.0% | $11,426+1204.8% |