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 | $1,089,385 | $162,781+569.2% | $133,956+713.2% | $158,922+585.5% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.21% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,100 | $4,975-57.8% | $3,919-46.4% | $4,761-55.9% |
| Participant deferral / active EE | $2,100 | $5,911-64.5% | $5,048-58.4% | $5,982-64.9% |
| Admin fee / account holder | $69,370 | $11,736+491.1% | $8,927+677.1% | $11,246+516.9% |