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 | $7,282,718 | $72,277+9976.1% | $101,248+7092.9% | $79,858+9019.6% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 80.94% | 22.30%+58.6pp | 46.47%+34.5pp | 31.71%+49.2pp |
| Employer contribution / active EE | $12,261 | $2,692+355.5% | $3,660+235.0% | $2,471+396.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $87,052 | $4,400+1878.3% | $5,945+1364.2% | $5,306+1540.5% |