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 | $451,011 | $138,044+226.7% | $125,339+259.8% | $134,475+235.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -17.42% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,286 | $5,243-56.4% | $4,814-52.5% | $4,740-51.8% |
| Participant deferral / active EE | $5,660 | $7,799-27.4% | $7,446-24.0% | $6,400-11.6% |
| Admin fee / account holder | $22,767 | $11,571+96.8% | $10,010+127.4% | $11,426+99.3% |