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 | $741,694 | $138,044+437.3% | $125,339+491.8% | $134,475+451.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -5.83% | 750.33%-756.2pp | 572.05%-577.9pp | 417.96%-423.8pp |
| Employer contribution / active EE | $17,708 | $5,243+237.7% | $4,814+267.9% | $4,740+273.6% |
| Participant deferral / active EE | $10,872 | $7,799+39.4% | $7,446+46.0% | $6,400+69.9% |
| Admin fee / account holder | $6,025 | $11,571-47.9% | $10,010-39.8% | $11,426-47.3% |