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 9-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 | $257,612 | $190,805+35.0% | $159,960+61.0% | $134,475+91.6% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.56% | 552.23%-565.8pp | 408.60%-422.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,152 | $4,995-36.9% | $4,226-25.4% | $4,740-33.5% |
| Participant deferral / active EE | $13,667 | $6,923+97.4% | $6,182+121.1% | $6,400+113.6% |
| Admin fee / account holder | $4,893 | $10,471-53.3% | $8,698-43.7% | $11,426-57.2% |