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 | $257,720 | $113,935+126.2% | $94,224+173.5% | $125,391+105.5% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -2.47% | 5.29%-7.8pp | 10.68%-13.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $9,062 | $4,727+91.7% | $3,587+152.7% | $4,866+86.2% |
| Participant deferral / active EE | $7,922 | $5,179+53.0% | $4,320+83.4% | $5,352+48.0% |
| Admin fee / account holder | $57,466 | $8,391+584.8% | $6,269+816.7% | $9,540+502.3% |