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 | $326,076 | $73,867+341.4% | $143,757+126.8% | $68,494+376.1% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -12.03% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,614 | $3,184-49.3% | $4,951-67.4% | $2,596-37.8% |
| Participant deferral / active EE | $3,490 | $3,384+3.1% | $5,637-38.1% | $4,027-13.3% |
| Admin fee / account holder | $436 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |