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 | $320,993 | $82,664+288.3% | $125,339+156.1% | $68,494+368.6% |
| Participation rate | 62.0% | 75.0%-13.0pp | 82.4%-20.3pp | 67.9%-5.9pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,300 | $3,381-61.5% | $4,814-73.0% | $2,596-49.9% |
| Participant deferral / active EE | $6,524 | $6,110+6.8% | $7,446-12.4% | $4,027+62.0% |
| Admin fee / account holder | $11,924 | $6,275+90.0% | $10,010+19.1% | $5,403+120.7% |