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 | $3,758,950 | $84,233+4362.6% | $170,442+2105.4% | $70,131+5259.9% |
| Participation rate | 1.5% | 70.8%-69.3pp | 83.6%-82.1pp | 69.5%-68.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $647 | $3,387-80.9% | $5,433-88.1% | $2,342-72.4% |
| Participant deferral / active EE | $2,823 | $3,086-8.5% | $4,939-42.9% | $3,332-15.3% |
| Admin fee / account holder | $23,745 | $5,698+316.7% | $13,880+71.1% | $4,645+411.2% |