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 | $254,304 | $73,867+244.3% | $143,757+76.9% | $68,494+271.3% |
| Participation rate | 67.5% | 66.7%+0.8pp | 80.3%-12.8pp | 67.9%-0.4pp |
| Annual return | -16.82% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $12,194 | $3,184+283.0% | $4,951+146.3% | $2,596+369.7% |
| Participant deferral / active EE | $8,971 | $3,384+165.1% | $5,637+59.2% | $4,027+122.8% |
| Admin fee / account holder | $9,928 | $5,755+72.5% | $14,673-32.3% | $5,403+83.8% |