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 | $270,364 | $190,805+41.7% | $159,960+69.0% | $134,475+101.1% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -17.33% | 552.23%-569.6pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,895 | $4,995-62.1% | $4,226-55.2% | $4,740-60.0% |
| Participant deferral / active EE | $5,096 | $6,923-26.4% | $6,182-17.6% | $6,400-20.4% |
| Admin fee / account holder | $5,124 | $10,471-51.1% | $8,698-41.1% | $11,426-55.2% |