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 7-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 | $425,898 | $107,791+295.1% | $90,645+369.9% | $135,375+214.6% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,723 | $3,018-42.9% | $2,532-31.9% | $4,779-63.9% |
| Participant deferral / active EE | $5,530 | $3,872+42.8% | $3,425+61.5% | $5,609-1.4% |
| Admin fee / account holder | $519 | $5,930-91.2% | $4,994-89.6% | $10,827-95.2% |