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 | $395,415 | $64,707+511.1% | $112,228+252.3% | $68,494+477.3% |
| Participation rate | 27.3% | 67.2%-39.9pp | 75.1%-47.8pp | 67.9%-40.6pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,399 | $2,746-12.6% | $3,635-34.0% | $2,596-7.6% |
| Participant deferral / active EE | $4,576 | $3,565+28.4% | $4,728-3.2% | $4,027+13.6% |
| Admin fee / account holder | $68,915 | $5,232+1217.2% | $6,410+975.1% | $5,403+1175.6% |