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 6-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 | $374,086 | $154,117+142.7% | $129,995+187.8% | $139,434+168.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 21.22% | 32.48%-11.3pp | -137.18%+158.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,132 | $5,289-59.7% | $4,320-50.6% | $4,751-55.1% |
| Participant deferral / active EE | $11,803 | $6,710+75.9% | $5,820+102.8% | $6,710+75.9% |
| Admin fee / account holder | $2,594 | $14,007-81.5% | $10,614-75.6% | $11,403-77.3% |