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 | $262,464 | $91,538+186.7% | $129,995+101.9% | $75,163+249.2% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 14.65% | -631.11%+645.8pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,036 | $2,845+41.9% | $4,320-6.6% | $2,670+51.2% |
| Participant deferral / active EE | $4,645 | $4,341+7.0% | $5,820-20.2% | $4,125+12.6% |
| Admin fee / account holder | $24,478 | $6,790+260.5% | $10,614+130.6% | $5,651+333.2% |