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 | $458,059 | $106,543+329.9% | $91,220+402.1% | $134,475+240.6% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -19.67% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $17,514 | $3,331+425.9% | $2,850+514.5% | $4,740+269.5% |
| Participant deferral / active EE | $11,960 | $4,719+153.5% | $4,234+182.5% | $6,400+86.9% |
| Admin fee / account holder | $29,500 | $6,231+373.5% | $5,420+444.3% | $11,426+158.2% |