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 | $300,327 | $129,942+131.1% | $104,294+188.0% | $134,475+123.3% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -13.84% | 42.03%-55.9pp | 24.61%-38.4pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,301 | $4,184-68.9% | $3,372-61.4% | $4,740-72.6% |
| Participant deferral / active EE | $6,117 | $5,588+9.5% | $4,625+32.3% | $6,400-4.4% |
| Admin fee / account holder | $3,472 | $9,323-62.8% | $7,339-52.7% | $11,426-69.6% |