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 | $1,452,550 | $176,812+721.5% | $146,665+890.4% | $167,490+767.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 17.32% | 24.03%-6.7pp | 22.74%-5.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,675 | $5,160-28.8% | $4,136-11.1% | $4,837-24.0% |
| Participant deferral / active EE | $11,317 | $6,440+75.7% | $5,506+105.5% | $6,341+78.5% |
| Admin fee / account holder | $359 | $13,259-97.3% | $10,280-96.5% | $12,309-97.1% |