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 | $363,623 | $99,640+264.9% | $86,436+320.7% | $134,475+170.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.27% | 6782.58%-6798.8pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,815 | $4,400+9.4% | $3,769+27.8% | $4,740+1.6% |
| Participant deferral / active EE | $2,401 | $7,246-66.9% | $6,952-65.5% | $6,400-62.5% |
| Admin fee / account holder | $4,925 | $8,371-41.2% | $6,731-26.8% | $11,426-56.9% |