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 | $271,638 | $190,805+42.4% | $159,960+69.8% | $134,475+102.0% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -16.59% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,881 | $4,995-22.3% | $4,226-8.2% | $4,740-18.1% |
| Participant deferral / active EE | $10,183 | $6,923+47.1% | $6,182+64.7% | $6,400+59.1% |
| Admin fee / account holder | $7,682 | $10,471-26.6% | $8,698-11.7% | $11,426-32.8% |