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 | $422,558 | $167,307+152.6% | $143,757+193.9% | $134,475+214.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -10.28% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,842 | $5,619-67.2% | $4,951-62.8% | $4,740-61.1% |
| Participant deferral / active EE | $27,000 | $6,446+318.9% | $5,637+379.0% | $6,400+321.9% |
| Admin fee / account holder | $64,543 | $18,088+256.8% | $14,673+339.9% | $11,426+464.9% |