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 | $333,317 | $82,664+303.2% | $125,339+165.9% | $68,494+386.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -13.51% | -5.97%-7.5pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,245 | $3,381-33.6% | $4,814-53.4% | $2,596-13.5% |
| Participant deferral / active EE | $5,521 | $6,110-9.7% | $7,446-25.9% | $4,027+37.1% |
| Admin fee / account holder | $1,381 | $6,275-78.0% | $10,010-86.2% | $5,403-74.4% |