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 | $1,060,966 | $181,894+483.3% | $156,549+577.7% | $273,961+287.3% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 9.54% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $15,949 | $6,248+155.3% | $5,501+189.9% | $4,869+227.6% |
| Participant deferral / active EE | $9,410 | $5,550+69.5% | $4,871+93.2% | $5,287+78.0% |
| Admin fee / account holder | $9,976 | $15,559-35.9% | $13,027-23.4% | $10,132-1.5% |