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 | $391,607 | $91,911+326.1% | $68,793+469.3% | $135,375+189.3% |
| Participation rate | 30.0% | 76.7%-46.7pp | 72.2%-42.2pp | 82.6%-52.6pp |
| Annual return | -7.73% | -8.22%+0.5pp | -4.63%-3.1pp | 519.73%-527.5pp |
| Employer contribution / active EE | $956 | $3,924-75.6% | $2,625-63.6% | $4,779-80.0% |
| Participant deferral / active EE | $4,755 | $4,315+10.2% | $3,311+43.6% | $5,609-15.2% |
| Admin fee / account holder | $2,975 | $9,240-67.8% | $5,131-42.0% | $10,827-72.5% |