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 | $385,654 | $175,600+119.6% | $129,110+198.7% | $134,475+186.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -18.80% | -11.39%-7.4pp | -10.94%-7.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,552 | $6,355-75.6% | $5,052-69.3% | $4,740-67.2% |
| Participant deferral / active EE | $6,860 | $7,975-14.0% | $6,542+4.9% | $6,400+7.2% |
| Admin fee / account holder | $34,961 | $23,567+48.3% | $14,302+144.4% | $11,426+206.0% |