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 7-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 | $1,326,751 | $165,335+702.5% | $149,696+786.3% | $158,922+734.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.66% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,383 | $5,103-72.9% | $4,644-70.2% | $4,761-70.9% |
| Participant deferral / active EE | $9,283 | $7,181+29.3% | $6,842+35.7% | $5,982+55.2% |
| Admin fee / account holder | $10,334 | $10,807-4.4% | $9,309+11.0% | $11,246-8.1% |