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 | $291,861 | $154,117+89.4% | $129,995+124.5% | $139,434+109.3% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.5pp | 80.3%-27.4pp |
| Annual return | 19.85% | 32.48%-12.6pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,674 | $5,289-49.4% | $4,320-38.1% | $4,751-43.7% |
| Participant deferral / active EE | $7,084 | $6,710+5.6% | $5,820+21.7% | $6,710+5.6% |
| Admin fee / account holder | $859 | $14,007-93.9% | $10,614-91.9% | $11,403-92.5% |