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 | $1,105,732 | $215,361+413.4% | $171,082+546.3% | $273,961+303.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 9.50% | 25.14%-15.6pp | 32.56%-23.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $6,493 | $4,967+30.7% | $4,002+62.3% | $4,869+33.4% |
| Participant deferral / active EE | $14,000 | $5,543+152.6% | $4,797+191.8% | $5,287+164.8% |
| Admin fee / account holder | $8,954 | $10,846-17.5% | $8,520+5.1% | $10,132-11.6% |