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 | $479,811 | $152,509+214.6% | $117,472+308.4% | $134,475+256.8% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -13.75% | 52.99%-66.7pp | 29.74%-43.5pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,508 | $5,571+16.8% | $4,176+55.8% | $4,740+37.3% |
| Participant deferral / active EE | $14,831 | $4,818+207.8% | $4,070+264.4% | $6,400+131.7% |
| Admin fee / account holder | $3,477 | $7,004-50.4% | $5,645-38.4% | $11,426-69.6% |