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 | $461,200 | $113,935+304.8% | $94,224+389.5% | $125,391+267.8% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -1.94% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $35,978 | $4,727+661.1% | $3,587+903.1% | $4,866+639.4% |
| Participant deferral / active EE | $35,519 | $5,179+585.9% | $4,320+722.2% | $5,352+563.7% |
| Admin fee / account holder | $312 | $8,391-96.3% | $6,269-95.0% | $9,540-96.7% |