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 | $279,251 | $211,958+31.7% | $169,463+64.8% | $135,375+106.3% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -7.46% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $780 | $5,120-84.8% | $4,159-81.2% | $4,779-83.7% |
| Participant deferral / active EE | $1,025 | $6,075-83.1% | $5,277-80.6% | $5,609-81.7% |
| Admin fee / account holder | $4,119 | $11,471-64.1% | $9,109-54.8% | $10,827-62.0% |