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 | $1,003,270 | $165,984+504.4% | $164,813+508.7% | $145,922+587.5% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 10.93% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,530 | $5,273-52.0% | $4,341-41.7% | $4,660-45.7% |
| Participant deferral / active EE | $11,000 | $6,959+58.1% | $6,031+82.4% | $6,688+64.5% |
| Admin fee / account holder | $8,258 | $16,648-50.4% | $12,690-34.9% | $13,397-38.4% |