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 | $3,247,815 | $159,602+1934.9% | $150,045+2064.6% | $142,382+2181.1% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 15.44% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $12,334 | $4,961+148.6% | $4,693+162.8% | $4,299+186.9% |
| Participant deferral / active EE | $20,667 | $8,310+148.7% | $7,997+158.4% | $6,507+217.6% |
| Admin fee / account holder | $1,788,567 | $14,846+11947.1% | $13,435+13213.0% | $12,624+14068.3% |