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 | $252,247 | $138,065+82.7% | $123,544+104.2% | $135,375+86.3% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -7.16% | 153.68%-160.8pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,758 | $5,151-46.5% | $4,628-40.4% | $4,779-42.3% |
| Participant deferral / active EE | $7,795 | $6,799+14.6% | $6,426+21.3% | $5,609+39.0% |
| Admin fee / account holder | $8,007 | $10,916-26.7% | $9,284-13.8% | $10,827-26.1% |