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 | $330,027 | $105,860+211.8% | $90,749+263.7% | $134,475+145.4% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | 1.43% | -11.01%+12.4pp | -12.16%+13.6pp | 417.96%-416.5pp |
| Employer contribution / active EE | $3,448 | $3,462-0.4% | $2,921+18.1% | $4,740-27.2% |
| Participant deferral / active EE | $7,543 | $5,216+44.6% | $4,564+65.3% | $6,400+17.9% |
| Admin fee / account holder | $3,263 | $13,938-76.6% | $8,445-61.4% | $11,426-71.4% |