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 | $1,010,180 | $157,256+542.4% | $141,162+615.6% | $152,861+560.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 14.82% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,000 | $5,261-43.0% | $4,735-36.6% | $4,762-37.0% |
| Participant deferral / active EE | $2,475 | $7,109-65.2% | $6,709-63.1% | $5,850-57.7% |
| Admin fee / account holder | $62,420 | $12,120+415.0% | $10,261+508.3% | $11,596+438.3% |