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 | $362,760 | $160,055+126.6% | $140,016+159.1% | $135,375+168.0% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.5%-34.6pp | 82.6%-29.7pp |
| Annual return | -5.06% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,126 | $6,420-4.6% | $5,606+9.3% | $4,779+28.2% |
| Participant deferral / active EE | $16,286 | $7,642+113.1% | $6,927+135.1% | $5,609+190.4% |
| Admin fee / account holder | $423 | $13,328-96.8% | $10,705-96.0% | $10,827-96.1% |