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 | $267,771 | $167,484+59.9% | $151,611+76.6% | $134,475+99.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -18.20% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,796 | $6,829-73.7% | $6,166-70.9% | $4,740-62.1% |
| Participant deferral / active EE | $3,952 | $8,986-56.0% | $8,363-52.7% | $6,400-38.2% |
| Admin fee / account holder | $5,621 | $13,783-59.2% | $11,616-51.6% | $11,426-50.8% |