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 7-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 | $268,860 | $142,344+88.9% | $119,609+124.8% | $134,475+99.9% |
| Participation rate | 4.8% | 82.8%-78.1pp | 79.3%-74.5pp | 81.2%-76.5pp |
| Annual return | -15.27% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,975 | $5,222-62.2% | $4,232-53.3% | $4,740-58.3% |
| Participant deferral / active EE | $3,258 | $6,469-49.6% | $5,602-41.8% | $6,400-49.1% |
| Admin fee / account holder | $73,475 | $13,584+440.9% | $10,323+611.7% | $11,426+543.1% |