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 | $725,540 | $138,044+425.6% | $125,339+478.9% | $134,475+439.5% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,160 | $5,243-20.7% | $4,814-13.6% | $4,740-12.2% |
| Participant deferral / active EE | $5,750 | $7,799-26.3% | $7,446-22.8% | $6,400-10.2% |
| Admin fee / account holder | $2,422 | $11,571-79.1% | $10,010-75.8% | $11,426-78.8% |