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 | $1,057,591 | $112,881+836.9% | $90,951+1062.8% | $158,922+565.5% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 26.01% | 215.79%-189.8pp | 134.60%-108.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,127 | $2,893-61.0% | $2,122-46.9% | $4,761-76.3% |
| Participant deferral / active EE | $2,198 | $4,128-46.7% | $3,373-34.8% | $5,982-63.3% |
| Admin fee / account holder | $41,258 | $8,041+413.1% | $5,959+592.4% | $11,246+266.9% |