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 10-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 | $409,430 | $90,600+351.9% | $79,464+415.2% | $135,375+202.4% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -4.42% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $19,573 | $3,068+538.0% | $2,800+598.9% | $4,779+309.6% |
| Participant deferral / active EE | $14,650 | $4,050+261.7% | $3,704+295.5% | $5,609+161.2% |
| Admin fee / account holder | $8,835 | $5,907+49.6% | $5,113+72.8% | $10,827-18.4% |