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 | $1,127,482 | $217,402+418.6% | $185,823+506.8% | $167,490+573.2% |
| Participation rate | 53.3% | 86.0%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 27.36% | 148.36%-121.0pp | 122.05%-94.7pp | 478.56%-451.2pp |
| Employer contribution / active EE | $2,007 | $5,873-65.8% | $5,167-61.2% | $4,837-58.5% |
| Participant deferral / active EE | $5,796 | $6,356-8.8% | $5,568+4.1% | $6,341-8.6% |
| Admin fee / account holder | $6,514 | $19,811-67.1% | $16,237-59.9% | $12,309-47.1% |