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 | $2,566,509 | $81,632+3044.0% | $70,449+3543.1% | $158,922+1514.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 8.10% | 208.40%-200.3pp | 109.03%-100.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,260 | $3,217-29.8% | $2,737-17.4% | $4,761-52.5% |
| Participant deferral / active EE | $10,500 | $4,554+130.6% | $3,709+183.1% | $5,982+75.5% |
| Admin fee / account holder | $77,126 | $6,193+1145.5% | $3,845+1905.8% | $11,246+585.8% |