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 | $1,427,033 | $165,335+763.1% | $149,696+853.3% | $158,922+797.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.60% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $22,132 | $5,103+333.7% | $4,644+376.5% | $4,761+364.8% |
| Participant deferral / active EE | $35,100 | $7,181+388.8% | $6,842+413.0% | $5,982+486.7% |
| Admin fee / account holder | $3,623 | $10,807-66.5% | $9,309-61.1% | $11,246-67.8% |