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 | $584,361 | $167,307+249.3% | $143,757+306.5% | $134,475+334.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -18.55% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,267 | $5,619-59.6% | $4,951-54.2% | $4,740-52.2% |
| Participant deferral / active EE | $6,750 | $6,446+4.7% | $5,637+19.7% | $6,400+5.5% |
| Admin fee / account holder | $6,577 | $18,088-63.6% | $14,673-55.2% | $11,426-42.4% |