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 | $340,333 | $95,862+255.0% | $79,550+327.8% | $134,475+153.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-53.9pp |
| Annual return | -13.82% | -2.69%-11.1pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,098 | $3,128-64.9% | $2,413-54.5% | $4,740-76.8% |
| Participant deferral / active EE | $3,872 | $4,693-17.5% | $3,985-2.8% | $6,400-39.5% |
| Admin fee / account holder | $9,644 | $9,126+5.7% | $6,832+41.1% | $11,426-15.6% |