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 | $268,560 | $73,867+263.6% | $143,757+86.8% | $68,494+292.1% |
| Participation rate | 68.8% | 66.7%+2.1pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,945 | $3,184-7.5% | $4,951-40.5% | $2,596+13.4% |
| Participant deferral / active EE | $5,853 | $3,384+72.9% | $5,637+3.8% | $4,027+45.3% |
| Admin fee / account holder | $44,067 | $5,755+665.8% | $14,673+200.3% | $5,403+715.6% |