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 | $387,892 | $73,867+425.1% | $143,757+169.8% | $68,494+466.3% |
| Participation rate | 65.5% | 66.7%-1.1pp | 80.3%-14.8pp | 67.9%-2.4pp |
| Annual return | -18.12% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $9,860 | $3,184+209.7% | $4,951+99.2% | $2,596+279.8% |
| Participant deferral / active EE | $8,265 | $3,384+144.2% | $5,637+46.6% | $4,027+105.2% |
| Admin fee / account holder | $2,112 | $5,755-63.3% | $14,673-85.6% | $5,403-60.9% |