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 | $270,250 | $109,327+147.2% | $89,391+202.3% | $158,922+70.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 6.69% | 345.68%-339.0pp | 245.62%-238.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,415 | $4,598-4.0% | $3,890+13.5% | $5,982-26.2% |
| Admin fee / account holder | $42,870 | $6,153+596.7% | $4,881+778.2% | $11,246+281.2% |