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 | $459,595 | $77,813+490.6% | $123,544+272.0% | $64,186+616.0% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.3%-24.0pp | 69.6%-11.2pp |
| Annual return | -6.00% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,762 | $3,014+190.7% | $4,628+89.3% | $2,381+268.0% |
| Participant deferral / active EE | $9,610 | $5,240+83.4% | $6,426+49.6% | $3,470+177.0% |
| Admin fee / account holder | $62,250 | $5,519+1028.0% | $9,284+570.5% | $4,888+1173.5% |