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 8-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 | $1,278,504 | $165,984+670.3% | $164,813+675.7% | $145,922+776.2% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 28.71% | 100.03%-71.3pp | 69.93%-41.2pp | 561.29%-532.6pp |
| Employer contribution / active EE | $1,181 | $5,273-77.6% | $4,341-72.8% | $4,660-74.7% |
| Participant deferral / active EE | $11,114 | $6,959+59.7% | $6,031+84.3% | $6,688+66.2% |
| Admin fee / account holder | $20,187 | $16,648+21.3% | $12,690+59.1% | $13,397+50.7% |