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 9-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 | $395,394 | $138,044+186.4% | $125,339+215.5% | $134,475+194.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -5.98% | 750.33%-756.3pp | 572.05%-578.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $5,761 | $5,243+9.9% | $4,814+19.7% | $4,740+21.5% |
| Participant deferral / active EE | $8,000 | $7,799+2.6% | $7,446+7.4% | $6,400+25.0% |
| Admin fee / account holder | $4,855 | $11,571-58.0% | $10,010-51.5% | $11,426-57.5% |