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 | $6,040,465 | $74,888+7966.0% | $71,209+8382.7% | $142,382+4142.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 21.30% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $21,526 | $2,854+654.1% | $2,721+691.1% | $4,299+400.7% |
| Participant deferral / active EE | $4,331 | $4,454-2.8% | $4,175+3.7% | $6,507-33.4% |
| Admin fee / account holder | $56,070 | $5,568+906.9% | $5,349+948.3% | $12,624+344.2% |