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 | $275,560 | $131,829+109.0% | $108,579+153.8% | $273,961+0.6% |
| Participation rate | 43.8% | 83.5%-39.7pp | 79.6%-35.8pp | 83.0%-39.3pp |
| Annual return | 9.03% | -91.57%+100.6pp | -51.70%+60.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,333 | $4,912-72.9% | $3,758-64.5% | $4,869-72.6% |
| Participant deferral / active EE | $6,101 | $5,127+19.0% | $4,311+41.5% | $5,287+15.4% |
| Admin fee / account holder | $2,307 | $10,252-77.5% | $7,645-69.8% | $10,132-77.2% |