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 | $362,967 | $71,883+404.9% | $86,677+318.8% | $68,494+429.9% |
| Participation rate | 48.6% | 72.2%-23.7pp | 76.6%-28.0pp | 67.9%-19.3pp |
| Annual return | -17.71% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $684 | $2,173-68.5% | $2,836-75.9% | $2,596-73.7% |
| Participant deferral / active EE | $3,266 | $3,779-13.6% | $4,656-29.8% | $4,027-18.9% |
| Admin fee / account holder | $31,416 | $6,112+414.0% | $7,493+319.3% | $5,403+481.5% |