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 | $403,077 | $107,791+273.9% | $90,645+344.7% | $135,375+197.7% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -7.81% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,315 | $3,018+109.3% | $2,532+149.4% | $4,779+32.2% |
| Participant deferral / active EE | $10,004 | $3,872+158.3% | $3,425+192.1% | $5,609+78.4% |
| Admin fee / account holder | $21,792 | $5,930+267.5% | $4,994+336.4% | $10,827+101.3% |