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 | $507,163 | $190,805+165.8% | $159,960+217.1% | $134,475+277.1% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -18.21% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $13,144 | $4,995+163.1% | $4,226+211.0% | $4,740+177.3% |
| Participant deferral / active EE | $13,144 | $6,923+89.9% | $6,182+112.6% | $6,400+105.4% |
| Admin fee / account holder | $1,197 | $10,471-88.6% | $8,698-86.2% | $11,426-89.5% |