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 | $326,034 | $105,860+208.0% | $90,749+259.3% | $134,475+142.4% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -16.29% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $880 | $3,462-74.6% | $2,921-69.9% | $4,740-81.4% |
| Participant deferral / active EE | $1,496 | $5,216-71.3% | $4,564-67.2% | $6,400-76.6% |
| Admin fee / account holder | $12,976 | $13,938-6.9% | $8,445+53.7% | $11,426+13.6% |