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 | $286,244 | $167,484+70.9% | $151,611+88.8% | $134,475+112.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.11% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,500 | $6,829+9.8% | $6,166+21.6% | $4,740+58.2% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $1,530 | $13,783-88.9% | $11,616-86.8% | $11,426-86.6% |