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 | $287,658 | $92,703+210.3% | $82,719+247.8% | $134,475+113.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -7.99% | 944.92%-952.9pp | 701.18%-709.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,062 | $3,274-37.0% | $3,009-31.5% | $4,740-56.5% |
| Participant deferral / active EE | $4,919 | $4,802+2.4% | $4,395+11.9% | $6,400-23.1% |
| Admin fee / account holder | $13,839 | $5,983+131.3% | $5,329+159.7% | $11,426+21.1% |