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 | $648,515 | $85,790+655.9% | $67,313+863.4% | $135,375+379.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.11% | -0.54%-2.6pp | -4.08%+1.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $10,266 | $3,487+194.4% | $2,566+300.1% | $4,779+114.8% |
| Participant deferral / active EE | $8,016 | $4,651+72.3% | $3,568+124.6% | $5,609+42.9% |
| Admin fee / account holder | $501,578 | $6,392+7746.5% | $4,507+11029.5% | $10,827+4532.6% |