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 | $2,005,081 | $76,670+2515.2% | $96,683+1973.9% | $71,457+2706.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 49.56% | 48.29%+1.3pp | 35.69%+13.9pp | 28.85%+20.7pp |
| Employer contribution / active EE | $2,710 | $3,031-10.6% | $3,737-27.5% | $2,588+4.7% |
| Participant deferral / active EE | $4,752 | $3,771+26.0% | $4,878-2.6% | $4,289+10.8% |
| Admin fee / account holder | $954,785 | $2,028+46975.1% | $6,730+14088.0% | $1,587+60051.1% |