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 | $331,880 | $95,193+248.6% | $76,523+333.7% | $135,375+145.2% |
| Participation rate | 69.6% | 74.4%-4.8pp | 68.0%+1.6pp | 82.6%-13.1pp |
| Annual return | -4.98% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,606 | $3,302+69.8% | $2,647+111.8% | $4,779+17.3% |
| Participant deferral / active EE | $4,134 | $4,639-10.9% | $3,835+7.8% | $5,609-26.3% |
| Admin fee / account holder | $43,897 | $6,249+602.5% | $4,848+805.4% | $10,827+305.4% |