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 | $2,114,672 | $76,367+2669.1% | $93,606+2159.1% | $72,985+2797.4% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 22.76% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $419 | $2,275-81.6% | $2,718-84.6% | $2,440-82.8% |
| Participant deferral / active EE | $1,995 | $3,538-43.6% | $4,069-51.0% | $3,607-44.7% |
| Admin fee / account holder | $202,938 | $6,838+2867.7% | $7,888+2472.7% | $5,124+3860.3% |