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 | $347,505 | $73,867+370.4% | $143,757+141.7% | $68,494+407.3% |
| Participation rate | 67.3% | 66.7%+0.7pp | 80.3%-13.0pp | 67.9%-0.5pp |
| Annual return | -15.58% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $10,710 | $3,184+236.3% | $4,951+116.3% | $2,596+312.5% |
| Participant deferral / active EE | $5,628 | $3,384+66.3% | $5,637-0.2% | $4,027+39.8% |
| Admin fee / account holder | $5,176 | $5,755-10.1% | $14,673-64.7% | $5,403-4.2% |