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 | $1,760,255 | $209,411+740.6% | $178,490+886.2% | $158,922+1007.6% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.13% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,457 | $5,706-56.9% | $5,011-51.0% | $4,761-48.4% |
| Participant deferral / active EE | $8,667 | $5,954+45.6% | $5,202+66.6% | $5,982+44.9% |
| Admin fee / account holder | $13,816 | $17,074-19.1% | $13,984-1.2% | $11,246+22.9% |