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 | $250,137 | $81,900+205.4% | $119,609+109.1% | $68,494+265.2% |
| Participation rate | 68.8% | 71.9%-3.1pp | 79.3%-10.5pp | 67.9%+0.9pp |
| Annual return | -15.00% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,119 | $2,693-21.3% | $4,232-49.9% | $2,596-18.4% |
| Participant deferral / active EE | $3,701 | $4,148-10.8% | $5,602-33.9% | $4,027-8.1% |
| Admin fee / account holder | $5,991 | $6,582-9.0% | $10,323-42.0% | $5,403+10.9% |