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 | $754,158 | $168,632+347.2% | $147,614+410.9% | $125,391+501.4% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -1.21% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,232 | $6,252-64.3% | $5,564-59.9% | $4,866-54.1% |
| Participant deferral / active EE | $3,830 | $5,507-30.5% | $4,895-21.8% | $5,352-28.4% |
| Admin fee / account holder | $9,761 | $13,580-28.1% | $11,611-15.9% | $9,540+2.3% |