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 | $2,309,294 | $226,064+921.5% | $182,532+1165.1% | $152,861+1410.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 21.90% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,680 | $4,978-66.3% | $4,076-58.8% | $4,762-64.7% |
| Participant deferral / active EE | $1,680 | $6,368-73.6% | $5,524-69.6% | $5,850-71.3% |
| Admin fee / account holder | $120,000 | $10,703+1021.2% | $8,592+1296.6% | $11,596+934.8% |