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 | $351,991 | $117,690+199.1% | $71,735+390.7% | $134,475+161.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -11.72% | 25.44%-37.2pp | 9.14%-20.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,573 | $2,525-37.7% | $1,704-7.7% | $4,740-66.8% |
| Participant deferral / active EE | $13,500 | $3,759+259.1% | $2,658+407.9% | $6,400+110.9% |
| Admin fee / account holder | $2,276 | $6,379-64.3% | $3,974-42.7% | $11,426-80.1% |