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 | $270,881 | $49,177+450.8% | $79,464+240.9% | $64,186+322.0% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -5.34% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,552 | $2,076+22.9% | $2,800-8.9% | $2,381+7.2% |
| Participant deferral / active EE | $6,122 | $2,821+117.0% | $3,704+65.3% | $3,470+76.5% |
| Admin fee / account holder | $30,242 | $3,839+687.8% | $5,113+491.5% | $4,888+518.7% |