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 | $499,044 | $93,024+436.5% | $77,024+547.9% | $134,475+271.1% |
| Participation rate | 9.1% | 74.5%-65.4pp | 67.9%-58.8pp | 81.2%-72.1pp |
| Annual return | -8.00% | 62.60%-70.6pp | 42.32%-50.3pp | 417.96%-426.0pp |
| Employer contribution / active EE | $478 | $3,418-86.0% | $2,812-83.0% | $4,740-89.9% |
| Participant deferral / active EE | $2,455 | $5,238-53.1% | $4,426-44.5% | $6,400-61.6% |
| Admin fee / account holder | $27,662 | $6,944+298.4% | $5,425+409.9% | $11,426+142.1% |