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 6-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 | $259,904 | $73,004+256.0% | $90,749+186.4% | $68,494+279.5% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -11.01% | -13.81%+2.8pp | -12.16%+1.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,254 | $2,193+2.8% | $2,921-22.8% | $2,596-13.2% |
| Participant deferral / active EE | $4,287 | $3,627+18.2% | $4,564-6.1% | $4,027+6.5% |
| Admin fee / account holder | $1,208 | $5,896-79.5% | $8,445-85.7% | $5,403-77.6% |