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 | $253,589 | $64,839+291.1% | $95,585+165.3% | $84,808+199.0% |
| Participation rate | 35.4% | 63.8%-28.5pp | 72.1%-36.7pp | 68.3%-32.9pp |
| Annual return | 13.26% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $767 | $1,759-56.4% | $2,527-69.6% | $2,631-70.8% |
| Participant deferral / active EE | $3,659 | $2,965+23.4% | $4,023-9.0% | $4,212-13.1% |
| Admin fee / account holder | $3,804 | $5,964-36.2% | $6,127-37.9% | $7,344-48.2% |