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 | $292,739 | $99,032+195.6% | $80,019+265.8% | $135,375+116.2% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -8.26% | 15.39%-23.6pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,223 | $3,043+71.6% | $2,468+111.6% | $4,779+9.3% |
| Participant deferral / active EE | $10,796 | $4,282+152.1% | $3,686+192.9% | $5,609+92.5% |
| Admin fee / account holder | $3,320 | $10,436-68.2% | $6,521-49.1% | $10,827-69.3% |