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 | $1,329,706 | $232,540+471.8% | $185,117+618.3% | $147,584+801.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 17.48% | 43.03%-25.6pp | 40.50%-23.0pp | 578.55%-561.1pp |
| Employer contribution / active EE | $6,493 | $5,195+25.0% | $4,182+55.3% | $4,876+33.2% |
| Participant deferral / active EE | $14,000 | $5,834+140.0% | $5,045+177.5% | $5,439+157.4% |
| Admin fee / account holder | $10,633 | $10,275+3.5% | $8,159+30.3% | $10,885-2.3% |