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 | $1,772,372 | $176,056+906.7% | $159,436+1011.7% | $167,490+958.2% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 15.43% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $27,318 | $5,297+415.7% | $4,829+465.7% | $4,837+464.7% |
| Participant deferral / active EE | $2,570 | $7,750-66.8% | $7,352-65.1% | $6,341-59.5% |
| Admin fee / account holder | $97,512 | $12,554+676.7% | $10,799+803.0% | $12,309+692.2% |