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 | $290,199 | $81,900+254.3% | $119,609+142.6% | $68,494+323.7% |
| Participation rate | 61.1% | 71.9%-10.8pp | 79.3%-18.1pp | 67.9%-6.8pp |
| Annual return | -13.91% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $723 | $2,693-73.1% | $4,232-82.9% | $2,596-72.1% |
| Participant deferral / active EE | $7,291 | $4,148+75.8% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $17,219 | $6,582+161.6% | $10,323+66.8% | $5,403+218.7% |