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 | $1,435,910 | $209,336+585.9% | $197,124+628.4% | $137,256+946.2% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 116.95% | 48.09%+68.9pp | 44.34%+72.6pp | 220.34%-103.4pp |
| Employer contribution / active EE | $4,378 | $6,591-33.6% | $6,227-29.7% | $4,156+5.3% |
| Participant deferral / active EE | $8,550 | $9,614-11.1% | $9,135-6.4% | $6,407+33.5% |
| Admin fee / account holder | $4,667 | $17,308-73.0% | $16,298-71.4% | $12,270-62.0% |