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 | $1,694,360 | $159,901+959.6% | $146,958+1053.0% | $145,922+1061.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 63.30% | 98.13%-34.8pp | 418.34%-355.0pp | 561.29%-498.0pp |
| Employer contribution / active EE | $31,658 | $5,286+498.9% | $4,933+541.8% | $4,660+579.4% |
| Participant deferral / active EE | $20,533 | $8,428+143.6% | $8,070+154.4% | $6,688+207.0% |
| Admin fee / account holder | $38,576 | $15,044+156.4% | $12,998+196.8% | $13,397+187.9% |