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 | $260,917 | $82,664+215.6% | $125,339+108.2% | $68,494+280.9% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,598 | $3,381-52.8% | $4,814-66.8% | $2,596-38.5% |
| Participant deferral / active EE | $4,778 | $6,110-21.8% | $7,446-35.8% | $4,027+18.6% |
| Admin fee / account holder | $2,800 | $6,275-55.4% | $10,010-72.0% | $5,403-48.2% |