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 | $322,734 | $138,065+133.8% | $123,544+161.2% | $135,375+138.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.69% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $7,333 | $5,151+42.4% | $4,628+58.5% | $4,779+53.5% |
| Participant deferral / active EE | $16,333 | $6,799+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $1,550 | $10,916-85.8% | $9,284-83.3% | $10,827-85.7% |