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 | $303,930 | $95,862+217.0% | $79,550+282.1% | $134,475+126.0% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -9.21% | -2.69%-6.5pp | 0.16%-9.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $642 | $3,128-79.5% | $2,413-73.4% | $4,740-86.5% |
| Participant deferral / active EE | $5,026 | $4,693+7.1% | $3,985+26.1% | $6,400-21.5% |
| Admin fee / account holder | $22,729 | $9,126+149.1% | $6,832+232.7% | $11,426+98.9% |