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 9-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 | $267,816 | $64,707+313.9% | $112,228+138.6% | $68,494+291.0% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -17.21% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,235 | $2,746-55.0% | $3,635-66.0% | $2,596-52.4% |
| Participant deferral / active EE | $6,920 | $3,565+94.1% | $4,728+46.4% | $4,027+71.8% |
| Admin fee / account holder | $1,754 | $5,232-66.5% | $6,410-72.6% | $5,403-67.5% |