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 | $341,692 | $92,703+268.6% | $82,719+313.1% | $134,475+154.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.83% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,015 | $3,274-69.0% | $3,009-66.3% | $4,740-78.6% |
| Participant deferral / active EE | $6,294 | $4,802+31.1% | $4,395+43.2% | $6,400-1.6% |
| Admin fee / account holder | $2,628 | $5,983-56.1% | $5,329-50.7% | $11,426-77.0% |