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 | $2,997,353 | $228,332+1212.7% | $185,823+1513.0% | $158,922+1786.1% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 20.45% | 40.80%-20.3pp | 35.95%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,017 | $4,967-39.3% | $4,087-26.2% | $4,761-36.6% |
| Participant deferral / active EE | $4,875 | $6,415-24.0% | $5,632-13.4% | $5,982-18.5% |
| Admin fee / account holder | $115,181 | $11,864+870.9% | $9,500+1112.4% | $11,246+924.2% |