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 | $296,726 | $91,538+224.2% | $129,995+128.3% | $75,163+294.8% |
| Participation rate | 62.5% | 71.4%-8.9pp | 78.5%-16.0pp | 67.2%-4.7pp |
| Annual return | 16.56% | -631.11%+647.7pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,375 | $2,845-51.7% | $4,320-68.2% | $2,670-48.5% |
| Participant deferral / active EE | $6,471 | $4,341+49.1% | $5,820+11.2% | $4,125+56.9% |
| Admin fee / account holder | $3,073 | $6,790-54.7% | $10,614-71.0% | $5,651-45.6% |