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 8-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 | $652,751 | $106,543+512.7% | $91,220+615.6% | $134,475+385.4% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -6.17% | 160.60%-166.8pp | 114.01%-120.2pp | 417.96%-424.1pp |
| Employer contribution / active EE | $558 | $3,331-83.2% | $2,850-80.4% | $4,740-88.2% |
| Participant deferral / active EE | $1,674 | $4,719-64.5% | $4,234-60.5% | $6,400-73.8% |
| Admin fee / account holder | $1,674 | $6,231-73.1% | $5,420-69.1% | $11,426-85.3% |