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 | $352,668 | $56,835+520.5% | - | $135,375+160.5% |
| Participation rate | 33.3% | 68.0%-34.6pp | - | 82.6%-49.3pp |
| Annual return | -2.09% | 2630.74%-2632.8pp | - | 519.73%-521.8pp |
| Employer contribution / active EE | $2,706 | $2,734-1.0% | - | $4,779-43.4% |
| Participant deferral / active EE | $7,405 | $3,681+101.2% | - | $5,609+32.0% |
| Admin fee / account holder | $32,894 | $1,586+1974.1% | - | $10,827+203.8% |