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 | $261,815 | $85,790+205.2% | $67,313+289.0% | $135,375+93.4% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -3.35% | -0.54%-2.8pp | -4.08%+0.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,237 | $3,487-64.5% | $2,566-51.8% | $4,779-74.1% |
| Participant deferral / active EE | $6,454 | $4,651+38.8% | $3,568+80.9% | $5,609+15.1% |
| Admin fee / account holder | $339 | $6,392-94.7% | $4,507-92.5% | $10,827-96.9% |