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 | $547,870 | $48,274+1034.9% | $63,517+762.6% | $59,632+818.7% |
| Participation rate | 3.2% | 66.3%-63.1pp | 71.0%-67.8pp | 68.7%-65.4pp |
| Annual return | -0.07% | -240.79%+240.7pp | -70.30%+70.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,361 | $1,586-14.2% | $2,322-41.4% | $2,203-38.2% |
| Participant deferral / active EE | $4,597 | $2,343+96.2% | $2,953+55.6% | $3,192+44.0% |
| Admin fee / account holder | $36,715 | $3,600+919.9% | $5,892+523.1% | $4,297+754.4% |