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 | $285,284 | $167,484+70.3% | $151,611+88.2% | $134,475+112.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -19.60% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,086 | $6,829-54.8% | $6,166-50.0% | $4,740-34.9% |
| Participant deferral / active EE | $7,342 | $8,986-18.3% | $8,363-12.2% | $6,400+14.7% |
| Admin fee / account holder | $12,593 | $13,783-8.6% | $11,616+8.4% | $11,426+10.2% |