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 5-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 | $355,286 | $138,044+157.4% | $125,339+183.5% | $134,475+164.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -14.01% | 750.33%-764.3pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,273 | $5,243-37.6% | $4,814-32.0% | $4,740-31.0% |
| Participant deferral / active EE | $6,833 | $7,799-12.4% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $3,556 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |