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 | $267,542 | $42,894+523.7% | $60,874+339.5% | $68,494+290.6% |
| Participation rate | 54.4% | 66.8%-12.4pp | 73.1%-18.7pp | 67.9%-13.5pp |
| Annual return | -14.13% | -13.98%-0.1pp | 16.90%-31.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,897 | $1,978-4.1% | $2,701-29.8% | $2,596-26.9% |
| Participant deferral / active EE | $4,802 | $2,867+67.5% | $3,817+25.8% | $4,027+19.2% |
| Admin fee / account holder | $38,800 | $3,101+1151.3% | $3,224+1103.4% | $5,403+618.2% |