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 | $262,134 | $110,094+138.1% | $151,611+72.9% | $68,494+282.7% |
| Participation rate | 50.7% | 84.0%-33.3pp | 87.5%-36.8pp | 67.9%-17.2pp |
| Annual return | -17.82% | -10.12%-7.7pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,480 | $4,471-22.2% | $6,166-43.6% | $2,596+34.0% |
| Participant deferral / active EE | $6,861 | $6,527+5.1% | $8,363-18.0% | $4,027+70.4% |
| Admin fee / account holder | $11,368 | $7,719+47.3% | $11,616-2.1% | $5,403+110.4% |