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 7-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 | $1,236,367 | $106,515+1060.7% | $96,683+1178.8% | $139,434+786.7% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 15.48% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,214 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $3,785 | $5,454-30.6% | $4,878-22.4% | $6,710-43.6% |
| Admin fee / account holder | $60,352 | $7,877+666.2% | $6,730+796.8% | $11,403+429.3% |