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 | $634,924 | $105,860+499.8% | $90,749+599.6% | $134,475+372.2% |
| Participation rate | 14.3% | 78.2%-64.0pp | 75.7%-61.4pp | 81.2%-66.9pp |
| Annual return | -9.68% | -11.01%+1.3pp | -12.16%+2.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,812 | $3,462-18.8% | $2,921-3.7% | $4,740-40.7% |
| Participant deferral / active EE | $4,490 | $5,216-13.9% | $4,564-1.6% | $6,400-29.8% |
| Admin fee / account holder | $3,728 | $13,938-73.3% | $8,445-55.9% | $11,426-67.4% |