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 | $313,316 | $131,829+137.7% | $108,579+188.6% | $273,961+14.4% |
| Participation rate | 35.7% | 83.5%-47.7pp | 79.6%-43.9pp | 83.0%-47.3pp |
| Annual return | 5.94% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $891 | $4,912-81.9% | $3,758-76.3% | $4,869-81.7% |
| Participant deferral / active EE | $3,246 | $5,127-36.7% | $4,311-24.7% | $5,287-38.6% |
| Admin fee / account holder | $998 | $10,252-90.3% | $7,645-87.0% | $10,132-90.2% |