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 | $589,602 | $93,024+533.8% | $77,024+665.5% | $134,475+338.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -16.15% | 62.60%-78.7pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,467 | $3,418+30.7% | $2,812+58.8% | $4,740-5.8% |
| Participant deferral / active EE | $18,000 | $5,238+243.7% | $4,426+306.7% | $6,400+181.3% |
| Admin fee / account holder | $5,619 | $6,944-19.1% | $5,425+3.6% | $11,426-50.8% |