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 | $621,356 | $59,107+951.2% | $86,436+618.9% | $68,494+807.2% |
| Participation rate | 36.0% | 75.2%-39.2pp | 80.3%-44.3pp | 67.9%-31.9pp |
| Annual return | -7.59% | -0.23%-7.4pp | 4394.89%-4402.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $3,673 | $2,519+45.8% | $3,769-2.5% | $2,596+41.5% |
| Participant deferral / active EE | $12,286 | $5,901+108.2% | $6,952+76.7% | $4,027+205.1% |
| Admin fee / account holder | $78,457 | $5,637+1291.9% | $6,731+1065.6% | $5,403+1352.2% |