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 | $295,905 | $92,703+219.2% | $82,719+257.7% | $134,475+120.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -8.07% | 944.92%-953.0pp | 701.18%-709.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,360 | $3,274-27.9% | $3,009-21.6% | $4,740-50.2% |
| Participant deferral / active EE | $5,094 | $4,802+6.1% | $4,395+15.9% | $6,400-20.4% |
| Admin fee / account holder | $23,242 | $5,983+288.5% | $5,329+336.1% | $11,426+103.4% |