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 | $290,587 | $73,867+293.4% | $143,757+102.1% | $68,494+324.2% |
| Participation rate | 54.3% | 66.7%-12.3pp | 80.3%-26.0pp | 67.9%-13.5pp |
| Annual return | -15.49% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,394 | $3,184+69.4% | $4,951+8.9% | $2,596+107.8% |
| Participant deferral / active EE | $4,569 | $3,384+35.0% | $5,637-18.9% | $4,027+13.5% |
| Admin fee / account holder | $15,998 | $5,755+178.0% | $14,673+9.0% | $5,403+196.1% |