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 | $3,202,109 | $148,534+2055.8% | $135,903+2256.2% | $139,434+2196.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.56% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $8,683 | $5,243+65.6% | $4,856+78.8% | $4,751+82.8% |
| Participant deferral / active EE | $15,000 | $8,100+85.2% | $7,758+93.4% | $6,710+123.5% |
| Admin fee / account holder | $22,694 | $12,400+83.0% | $10,762+110.9% | $11,403+99.0% |