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 | $1,314,575 | $154,117+753.0% | $129,995+911.2% | $139,434+842.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.40% | 32.48%-17.1pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,714 | $5,289-29.8% | $4,320-14.0% | $4,751-21.8% |
| Participant deferral / active EE | $12,600 | $6,710+87.8% | $5,820+116.5% | $6,710+87.8% |
| Admin fee / account holder | $120,386 | $14,007+759.5% | $10,614+1034.2% | $11,403+955.8% |