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 | $375,691 | $71,050+428.8% | $93,606+301.4% | $80,856+364.6% |
| Participation rate | 10.4% | 60.4%-50.0pp | 68.7%-58.3pp | 67.6%-57.2pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $746 | $1,564-52.3% | $2,420-69.2% | $2,755-72.9% |
| Participant deferral / active EE | $2,259 | $4,034-44.0% | $4,411-48.8% | $4,296-47.4% |
| Admin fee / account holder | $967 | $6,945-86.1% | $8,285-88.3% | $6,918-86.0% |