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 | $258,853 | $138,044+87.5% | $125,339+106.5% | $134,475+92.5% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.8pp | 81.2%-24.7pp |
| Annual return | -12.94% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,079 | $5,243-60.3% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $7,978 | $7,799+2.3% | $7,446+7.1% | $6,400+24.7% |
| Admin fee / account holder | $65,411 | $11,571+465.3% | $10,010+553.5% | $11,426+472.5% |