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 | $1,751,848 | $69,518+2420.0% | $59,878+2825.7% | $135,375+1194.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | 11.17% | 7.94%+3.2pp | 3.46%+7.7pp | 519.73%-508.6pp |
| Employer contribution / active EE | $6,984 | $3,235+115.9% | $2,722+156.6% | $4,779+46.1% |
| Participant deferral / active EE | $21,333 | $4,206+407.3% | $3,402+527.1% | $5,609+280.4% |
| Admin fee / account holder | $55,959 | $5,734+875.8% | $3,590+1458.6% | $10,827+416.8% |