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 | $588,301 | $92,703+534.6% | $82,719+611.2% | $134,475+337.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -10.58% | 944.92%-955.5pp | 701.18%-711.8pp | 417.96%-428.5pp |
| Employer contribution / active EE | $5,164 | $3,274+57.7% | $3,009+71.6% | $4,740+9.0% |
| Participant deferral / active EE | $11,667 | $4,802+143.0% | $4,395+165.5% | $6,400+82.3% |
| Admin fee / account holder | $335,089 | $5,983+5501.1% | $5,329+6188.2% | $11,426+2832.7% |