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 | $423,211 | $129,942+225.7% | $104,294+305.8% | $134,475+214.7% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.13% | 42.03%-60.2pp | 24.61%-42.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $20,874 | $4,184+398.9% | $3,372+519.1% | $4,740+340.4% |
| Participant deferral / active EE | $3,763 | $5,588-32.7% | $4,625-18.6% | $6,400-41.2% |
| Admin fee / account holder | $6,916 | $9,323-25.8% | $7,339-5.8% | $11,426-39.5% |