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 | $316,483 | $82,286+284.6% | $68,791+360.1% | $134,475+135.3% |
| Participation rate | 46.7% | 75.1%-28.4pp | 69.0%-22.4pp | 81.2%-34.6pp |
| Annual return | -13.99% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,313 | $3,301-29.9% | $2,655-12.9% | $4,740-51.2% |
| Participant deferral / active EE | $2,290 | $4,739-51.7% | $3,941-41.9% | $6,400-64.2% |
| Admin fee / account holder | $169,801 | $6,481+2520.2% | $4,932+3342.9% | $11,426+1386.1% |