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 | $1,142,807 | $201,272+467.8% | $184,203+520.4% | $145,922+683.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 19.14% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,890 | $7,022-73.1% | $6,427-70.6% | $4,660-59.4% |
| Participant deferral / active EE | $6,860 | $9,806-30.0% | $9,131-24.9% | $6,688+2.6% |
| Admin fee / account holder | $4,728 | $16,364-71.1% | $13,901-66.0% | $13,397-64.7% |