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 | $1,012,734 | $180,449+461.2% | $154,107+557.2% | $135,375+648.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.50% | 888.09%-887.6pp | 735.12%-734.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,500 | $6,035-75.1% | $5,298-71.7% | $4,779-68.6% |
| Participant deferral / active EE | $5,875 | $5,806+1.2% | $5,081+15.6% | $5,609+4.7% |
| Admin fee / account holder | $105,000 | $16,143+550.4% | $13,411+682.9% | $10,827+869.8% |