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 | $450,050 | $160,055+181.2% | $140,016+221.4% | $135,375+232.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.85% | 911.38%-918.2pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,243 | $6,420-65.1% | $5,606-60.0% | $4,779-53.1% |
| Participant deferral / active EE | $9,167 | $7,642+20.0% | $6,927+32.3% | $5,609+63.4% |
| Admin fee / account holder | $1,208 | $13,328-90.9% | $10,705-88.7% | $10,827-88.8% |