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 | $277,520 | $91,538+203.2% | $129,995+113.5% | $75,163+269.2% |
| Participation rate | 42.3% | 71.4%-29.1pp | 78.5%-36.2pp | 67.2%-24.9pp |
| Annual return | 46.87% | -631.11%+678.0pp | -137.18%+184.0pp | 160.62%-113.8pp |
| Employer contribution / active EE | $1,987 | $2,845-30.2% | $4,320-54.0% | $2,670-25.6% |
| Participant deferral / active EE | $5,344 | $4,341+23.1% | $5,820-8.2% | $4,125+29.5% |
| Admin fee / account holder | $46,406 | $6,790+583.4% | $10,614+337.2% | $5,651+721.2% |