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 | $251,552 | $124,281+102.4% | $109,143+130.5% | $167,490+50.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 14.15% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,538 | $4,207-39.7% | $3,722-31.8% | $4,837-47.5% |
| Participant deferral / active EE | $4,619 | $5,255-12.1% | $4,653-0.7% | $6,341-27.2% |
| Admin fee / account holder | $44,550 | $7,970+459.0% | $6,752+559.8% | $12,309+261.9% |