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 | $1,809,360 | $215,361+740.2% | $171,082+957.6% | $273,961+560.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 4.64% | 25.14%-20.5pp | 32.56%-27.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $14,316 | $4,967+188.2% | $4,002+257.7% | $4,869+194.0% |
| Participant deferral / active EE | $9,600 | $5,543+73.2% | $4,797+100.1% | $5,287+81.6% |
| Admin fee / account holder | $13,420 | $10,846+23.7% | $8,520+57.5% | $10,132+32.5% |