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 | $289,583 | $93,024+211.3% | $77,024+276.0% | $134,475+115.3% |
| Participation rate | 7.7% | 74.5%-66.8pp | 67.9%-60.2pp | 81.2%-73.5pp |
| Annual return | -16.96% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $433 | $3,418-87.3% | $2,812-84.6% | $4,740-90.9% |
| Participant deferral / active EE | $1,082 | $5,238-79.3% | $4,426-75.6% | $6,400-83.1% |
| Admin fee / account holder | $10,630 | $6,944+53.1% | $5,425+95.9% | $11,426-7.0% |