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 | $364,090 | $49,177+640.4% | $79,464+358.2% | $64,186+467.2% |
| Participation rate | 7.4% | 65.0%-57.6pp | 73.3%-65.9pp | 69.6%-62.2pp |
| Annual return | -7.48% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,572 | $2,076-24.3% | $2,800-43.9% | $2,381-34.0% |
| Participant deferral / active EE | $3,556 | $2,821+26.0% | $3,704-4.0% | $3,470+2.5% |
| Admin fee / account holder | $33,727 | $3,839+778.6% | $5,113+559.6% | $4,888+590.0% |