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 | $346,899 | $129,942+167.0% | $104,294+232.6% | $134,475+158.0% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -10.56% | 42.03%-52.6pp | 24.61%-35.2pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,291 | $4,184-69.1% | $3,372-61.7% | $4,740-72.8% |
| Participant deferral / active EE | $3,958 | $5,588-29.2% | $4,625-14.4% | $6,400-38.1% |
| Admin fee / account holder | $226,086 | $9,323+2325.0% | $7,339+2980.4% | $11,426+1878.7% |