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 | $1,271,532 | $81,248+1465.0% | $155,509+717.7% | $80,856+1472.6% |
| Participation rate | 1.2% | 66.2%-65.0pp | 78.2%-77.0pp | 67.6%-66.4pp |
| Annual return | 11.07% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $11,791 | $3,100+280.3% | $4,672+152.3% | $2,755+328.0% |
| Participant deferral / active EE | $13,344 | $3,452+286.6% | $5,626+137.2% | $4,296+210.6% |
| Admin fee / account holder | $29,707,882 | $7,997+371375.8% | $15,912+186601.3% | $6,918+429330.9% |