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 | $259,556 | $97,757+165.5% | $83,848+209.6% | $135,375+91.7% |
| Participation rate | 12.5% | 80.0%-67.5pp | 76.1%-63.6pp | 82.6%-70.1pp |
| Annual return | -9.55% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,750 | $4,222-34.9% | $3,631-24.3% | $4,779-42.5% |
| Participant deferral / active EE | $2,313 | $4,682-50.6% | $4,082-43.3% | $5,609-58.8% |
| Admin fee / account holder | $2,716 | $6,674-59.3% | $5,478-50.4% | $10,827-74.9% |