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 | $255,217 | $92,222+176.7% | $76,768+232.5% | $135,375+88.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -1.24% | 5.46%-6.7pp | 2.43%-3.7pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,808 | $3,216-43.8% | $2,485-27.3% | $4,779-62.2% |
| Participant deferral / active EE | $3,671 | $4,509-18.6% | $3,852-4.7% | $5,609-34.6% |
| Admin fee / account holder | $1,262 | $10,748-88.3% | $6,675-81.1% | $10,827-88.3% |