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 | $739,229 | $92,222+701.6% | $76,768+862.9% | $135,375+446.1% |
| Participation rate | 15.8% | 79.8%-64.0pp | 77.0%-61.2pp | 82.6%-66.9pp |
| Annual return | -6.74% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,920 | $3,216+21.9% | $2,485+57.7% | $4,779-18.0% |
| Participant deferral / active EE | $10,639 | $4,509+136.0% | $3,852+176.2% | $5,609+89.7% |
| Admin fee / account holder | $47,434 | $10,748+341.3% | $6,675+610.6% | $10,827+338.1% |