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 9-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 | $335,945 | $87,540+283.8% | $75,781+343.3% | $125,391+167.9% |
| Participation rate | 20.0% | 80.2%-60.2pp | 75.8%-55.8pp | 83.2%-63.2pp |
| Annual return | -3.81% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,309 | $3,930-66.7% | $3,323-60.6% | $4,866-73.1% |
| Participant deferral / active EE | $4,575 | $4,229+8.2% | $3,651+25.3% | $5,352-14.5% |
| Admin fee / account holder | $48,320 | $6,502+643.2% | $5,299+811.8% | $9,540+406.5% |