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 | $549,878 | $190,805+188.2% | $159,960+243.8% | $134,475+308.9% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.53% | 552.23%-567.8pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,039 | $4,995-39.2% | $4,226-28.1% | $4,740-35.9% |
| Participant deferral / active EE | $4,313 | $6,923-37.7% | $6,182-30.2% | $6,400-32.6% |
| Admin fee / account holder | $868 | $10,471-91.7% | $8,698-90.0% | $11,426-92.4% |