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 | $1,523,744 | $91,190+1571.0% | $178,490+753.7% | $79,858+1808.1% |
| Participation rate | 1.7% | 69.2%-67.5pp | 81.9%-80.2pp | 69.6%-67.9pp |
| Annual return | 13.95% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,092 | $3,256+56.4% | $5,011+1.6% | $2,471+106.1% |
| Participant deferral / active EE | $3,290 | $3,236+1.7% | $5,202-36.8% | $3,740-12.0% |
| Admin fee / account holder | $156,702 | $6,751+2221.2% | $13,984+1020.6% | $5,306+2853.1% |