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 | $309,605 | $105,860+192.5% | $90,749+241.2% | $134,475+130.2% |
| Participation rate | 26.7% | 78.2%-51.6pp | 75.7%-49.0pp | 81.2%-54.6pp |
| Annual return | -15.86% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,294 | $3,462-62.6% | $2,921-55.7% | $4,740-72.7% |
| Participant deferral / active EE | $6,333 | $5,216+21.4% | $4,564+38.8% | $6,400-1.0% |
| Admin fee / account holder | $2,909 | $13,938-79.1% | $8,445-65.5% | $11,426-74.5% |