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 | $319,434 | $133,958+138.5% | $112,228+184.6% | $134,475+137.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | 0.04% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-417.9pp |
| Employer contribution / active EE | $2,364 | $4,038-41.4% | $3,635-34.9% | $4,740-50.1% |
| Participant deferral / active EE | $5,278 | $5,291-0.2% | $4,728+11.6% | $6,400-17.5% |
| Admin fee / account holder | $8,571 | $7,489+14.5% | $6,410+33.7% | $11,426-25.0% |