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 | $1,021,411 | $176,056+480.2% | $159,436+540.6% | $167,490+509.8% |
| Participation rate | 63.2% | 84.9%-21.8pp | 82.8%-19.7pp | 82.1%-18.9pp |
| Annual return | 25.63% | 331.75%-306.1pp | 263.57%-237.9pp | 478.56%-452.9pp |
| Employer contribution / active EE | $11,497 | $5,297+117.0% | $4,829+138.1% | $4,837+137.7% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,615 | $12,554-63.2% | $10,799-57.3% | $12,309-62.5% |