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 | $298,735 | $97,044+207.8% | $83,333+258.5% | $135,375+120.7% |
| Participation rate | 41.7% | 80.4%-38.7pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -5.59% | 12.31%-17.9pp | 10.63%-16.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,042 | $5,964+18.1% | $5,565+26.5% | $5,609+25.5% |
| Admin fee / account holder | $19,793 | $8,380+136.2% | $7,510+163.5% | $10,827+82.8% |