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 | $1,880,406 | $157,256+1095.8% | $141,162+1232.1% | $152,861+1130.1% |
| Participation rate | 7.7% | 84.8%-77.1pp | 82.5%-74.8pp | 82.4%-74.8pp |
| Annual return | 14.98% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $6,923 | $5,261+31.6% | $4,735+46.2% | $4,762+45.4% |
| Participant deferral / active EE | $7,336 | $7,109+3.2% | $6,709+9.3% | $5,850+25.4% |
| Admin fee / account holder | $165,114 | $12,120+1262.3% | $10,261+1509.1% | $11,596+1323.8% |