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 | $407,007 | $167,307+143.3% | $143,757+183.1% | $134,475+202.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -5.85% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $3,468 | $5,619-38.3% | $4,951-30.0% | $4,740-26.8% |
| Participant deferral / active EE | $10,820 | $6,446+67.9% | $5,637+92.0% | $6,400+69.1% |
| Admin fee / account holder | $4,849 | $18,088-73.2% | $14,673-67.0% | $11,426-57.6% |