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 | $214,378+569.8% | $200,582+615.9% | $142,382+908.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 116.95% | 46.41%+70.5pp | 42.33%+74.6pp | 217.08%-100.1pp |
| Employer contribution / active EE | $4,378 | $6,841-36.0% | $6,419-31.8% | $4,299+1.8% |
| Participant deferral / active EE | $8,550 | $9,865-13.3% | $9,331-8.4% | $6,507+31.4% |
| Admin fee / account holder | $4,667 | $17,692-73.6% | $16,305-71.4% | $12,624-63.0% |