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 4-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 | $1,210,643 | $158,398+664.3% | $126,539+856.7% | $142,382+750.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 15.35% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $31,000 | $4,650+566.7% | $3,674+743.8% | $4,299+621.1% |
| Participant deferral / active EE | $20,667 | $4,767+333.6% | $4,083+406.2% | $6,507+217.6% |
| Admin fee / account holder | $6,553 | $6,918-5.3% | $6,065+8.1% | $12,624-48.1% |