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 | $308,288 | $76,000+305.6% | $154,107+100.0% | $64,186+380.3% |
| Participation rate | 51.4% | 70.4%-19.0pp | 83.0%-31.6pp | 69.6%-18.1pp |
| Annual return | -3.95% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $857 | $3,351-74.4% | $5,298-83.8% | $2,381-64.0% |
| Participant deferral / active EE | $4,540 | $3,175+43.0% | $5,081-10.6% | $3,470+30.9% |
| Admin fee / account holder | $88,426 | $5,596+1480.1% | $13,411+559.4% | $4,888+1709.0% |