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 | $1,801,362 | $167,307+976.7% | $143,757+1153.1% | $134,475+1239.6% |
| Participation rate | 11.1% | 84.8%-73.7pp | 80.3%-69.2pp | 81.2%-70.1pp |
| Annual return | -15.54% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,356 | $5,619-75.9% | $4,951-72.6% | $4,740-71.4% |
| Participant deferral / active EE | $3,000 | $6,446-53.5% | $5,637-46.8% | $6,400-53.1% |
| Admin fee / account holder | $11,640 | $18,088-35.6% | $14,673-20.7% | $11,426+1.9% |