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 | $525,726 | $138,044+280.8% | $125,339+319.4% | $134,475+290.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.00% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,538 | $5,243+24.7% | $4,814+35.8% | $4,740+37.9% |
| Participant deferral / active EE | $18,772 | $7,799+140.7% | $7,446+152.1% | $6,400+193.3% |
| Admin fee / account holder | $3,897 | $11,571-66.3% | $10,010-61.1% | $11,426-65.9% |