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 | $580,723 | $138,044+320.7% | $125,339+363.3% | $134,475+331.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,600 | $5,243-12.3% | $4,814-4.4% | $4,740-2.9% |
| Participant deferral / active EE | $11,300 | $7,799+44.9% | $7,446+51.8% | $6,400+76.6% |
| Admin fee / account holder | $2,895 | $11,571-75.0% | $10,010-71.1% | $11,426-74.7% |