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 | $296,375 | $110,502+168.2% | $80,716+267.2% | $167,490+77.0% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 7.21% | 120.54%-113.3pp | 87.28%-80.1pp | 478.56%-471.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $14,000 | $2,871+387.7% | $2,146+552.5% | $6,341+120.8% |
| Admin fee / account holder | $2,318 | $4,545-49.0% | $3,380-31.4% | $12,309-81.2% |