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 | $1,232,749 | $167,484+636.0% | $151,611+713.1% | $134,475+816.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -19.95% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $29,500 | $6,829+332.0% | $6,166+378.4% | $4,740+522.4% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,400+321.9% |
| Admin fee / account holder | $2,839 | $13,783-79.4% | $11,616-75.6% | $11,426-75.2% |