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 | $343,035 | $99,640+244.3% | $86,436+296.9% | $134,475+155.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.48% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,830 | $4,400-35.7% | $3,769-24.9% | $4,740-40.3% |
| Participant deferral / active EE | $11,100 | $7,246+53.2% | $6,952+59.7% | $6,400+73.4% |
| Admin fee / account holder | $2,237 | $8,371-73.3% | $6,731-66.8% | $11,426-80.4% |