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 | $898,517 | $72,177+1144.9% | $115,037+681.1% | $59,632+1406.8% |
| Participation rate | 12.2% | 72.6%-60.4pp | 81.4%-69.2pp | 68.7%-56.5pp |
| Annual return | -1.32% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,238 | $2,841+84.4% | $4,608+13.7% | $2,203+137.8% |
| Participant deferral / active EE | $5,549 | $4,783+16.0% | $6,026-7.9% | $3,192+73.9% |
| Admin fee / account holder | $24,216 | $4,927+391.5% | $8,175+196.2% | $4,297+463.6% |