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 | $258,261 | $82,286+213.9% | $68,791+275.4% | $134,475+92.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -18.64% | -2.19%-16.4pp | -6.38%-12.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,826 | $3,301-44.7% | $2,655-31.2% | $4,740-61.5% |
| Participant deferral / active EE | $5,095 | $4,739+7.5% | $3,941+29.3% | $6,400-20.4% |
| Admin fee / account holder | $18,605 | $6,481+187.1% | $4,932+277.2% | $11,426+62.8% |