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 5-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 | $354,873 | $64,707+448.4% | $112,228+216.2% | $68,494+418.1% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,096 | $2,746-23.7% | $3,635-42.3% | $2,596-19.3% |
| Participant deferral / active EE | $5,239 | $3,565+47.0% | $4,728+10.8% | $4,027+30.1% |
| Admin fee / account holder | $1,641 | $5,232-68.6% | $6,410-74.4% | $5,403-69.6% |