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 | $251,723 | $82,664+204.5% | $125,339+100.8% | $68,494+267.5% |
| Participation rate | 47.1% | 75.0%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,726 | $3,381+10.2% | $4,814-22.6% | $2,596+43.5% |
| Participant deferral / active EE | $11,995 | $6,110+96.3% | $7,446+61.1% | $4,027+197.9% |
| Admin fee / account holder | $30,721 | $6,275+389.5% | $10,010+206.9% | $5,403+468.6% |