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 | $335,939 | $92,222+264.3% | $76,768+337.6% | $135,375+148.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 1.05% | 5.46%-4.4pp | 2.43%-1.4pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,105 | $3,216-65.6% | $2,485-55.5% | $4,779-76.9% |
| Participant deferral / active EE | $4,390 | $4,509-2.6% | $3,852+14.0% | $5,609-21.7% |
| Admin fee / account holder | $46,257 | $10,748+330.4% | $6,675+593.0% | $10,827+327.2% |