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 | $479,764 | $73,867+549.5% | $143,757+233.7% | $68,494+600.4% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -11.17% | 1.01%-12.2pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $16,031 | $3,184+403.5% | $4,951+223.8% | $2,596+517.5% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,517 | $5,755-4.1% | $14,673-62.4% | $5,403+2.1% |