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 9-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 | $526,794 | $97,757+438.9% | $83,848+528.3% | $135,375+289.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -5.85% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $7,312 | $4,222+73.2% | $3,631+101.4% | $4,779+53.0% |
| Participant deferral / active EE | $3,915 | $4,682-16.4% | $4,082-4.1% | $5,609-30.2% |
| Admin fee / account holder | $50,402 | $6,674+655.2% | $5,478+820.0% | $10,827+365.5% |