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 7-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 | $2,472,439 | $227,553+986.5% | $189,557+1204.3% | $167,490+1376.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 19.39% | 78.40%-59.0pp | 64.17%-44.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $29,000 | $5,316+445.5% | $4,412+557.2% | $4,837+499.5% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $24,551 | $11,878+106.7% | $9,807+150.3% | $12,309+99.5% |