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 8-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 | $1,692,416 | $124,281+1261.8% | $109,143+1450.6% | $167,490+910.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 22.25% | 26.04%-3.8pp | 25.75%-3.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $21,787 | $4,207+417.8% | $3,722+485.4% | $4,837+350.4% |
| Participant deferral / active EE | $12,957 | $5,255+146.5% | $4,653+178.4% | $6,341+104.3% |
| Admin fee / account holder | $13,121 | $7,970+64.6% | $6,752+94.3% | $12,309+6.6% |