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 | $1,407,899 | $133,958+951.0% | $112,228+1154.5% | $134,475+947.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.03% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,865 | $4,038-53.8% | $3,635-48.7% | $4,740-60.7% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $3,596 | $7,489-52.0% | $6,410-43.9% | $11,426-68.5% |