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 4-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 | $619,458 | $82,286+652.8% | $68,791+800.5% | $134,475+360.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -12.57% | -2.19%-10.4pp | -6.38%-6.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $14,747 | $3,301+346.8% | $2,655+455.4% | $4,740+211.1% |
| Participant deferral / active EE | $9,471 | $4,739+99.9% | $3,941+140.3% | $6,400+48.0% |
| Admin fee / account holder | $188,106 | $6,481+2802.6% | $4,932+3714.1% | $11,426+1546.3% |