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 | $303,992 | $64,707+369.8% | $112,228+170.9% | $68,494+343.8% |
| Participation rate | 47.2% | 67.2%-19.9pp | 75.1%-27.8pp | 67.9%-20.7pp |
| Annual return | -18.62% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $16,073 | $2,746+485.4% | $3,635+342.2% | $2,596+519.1% |
| Participant deferral / active EE | $11,569 | $3,565+224.5% | $4,728+144.7% | $4,027+187.3% |
| Admin fee / account holder | $96,864 | $5,232+1751.3% | $6,410+1411.1% | $5,403+1692.9% |