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 | $355,504 | $106,543+233.7% | $91,220+289.7% | $134,475+164.4% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | -17.21% | 160.60%-177.8pp | 114.01%-131.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,101 | $3,331-36.9% | $2,850-26.3% | $4,740-55.7% |
| Participant deferral / active EE | $7,891 | $4,719+67.2% | $4,234+86.4% | $6,400+23.3% |
| Admin fee / account holder | $7,412 | $6,231+19.0% | $5,420+36.8% | $11,426-35.1% |