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 | $2,052,214 | $135,952+1409.5% | $123,892+1556.5% | $273,961+649.1% |
| Participation rate | 6.3% | 84.1%-77.8pp | 81.4%-75.2pp | 83.0%-76.8pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,645 | $5,170-29.5% | $4,617-21.0% | $4,869-25.1% |
| Participant deferral / active EE | $6,084 | $6,343-4.1% | $5,984+1.7% | $5,287+15.1% |
| Admin fee / account holder | $23,062 | $9,817+134.9% | $8,357+176.0% | $10,132+127.6% |