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 | $390,133 | $160,055+143.7% | $140,016+178.6% | $135,375+188.2% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.5%-57.5pp | 82.6%-52.6pp |
| Annual return | -6.58% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,413 | $6,420-78.0% | $5,606-74.8% | $4,779-70.4% |
| Participant deferral / active EE | $5,234 | $7,642-31.5% | $6,927-24.4% | $5,609-6.7% |
| Admin fee / account holder | $14,652 | $13,328+9.9% | $10,705+36.9% | $10,827+35.3% |