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 | $1,877,396 | $202,432+827.4% | $169,368+1008.5% | $139,434+1246.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.55% | 531.74%-514.2pp | 405.60%-388.0pp | 372.94%-355.4pp |
| Employer contribution / active EE | $33,301 | $4,692+609.7% | $4,013+729.9% | $4,751+601.0% |
| Participant deferral / active EE | $13,577 | $6,938+95.7% | $6,221+118.2% | $6,710+102.3% |
| Admin fee / account holder | $30,153 | $10,708+181.6% | $9,003+234.9% | $11,403+164.4% |