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 | $2,032,396 | $154,365+1216.6% | $130,231+1460.6% | $139,434+1357.6% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 21.05% | 30.34%-9.3pp | 38.77%-17.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,533 | $5,170-31.7% | $4,126-14.4% | $4,751-25.6% |
| Participant deferral / active EE | $50,000 | $8,498+488.3% | $6,799+635.5% | $6,710+645.1% |
| Admin fee / account holder | $233,080 | $9,214+2429.6% | $6,020+3771.9% | $11,403+1944.1% |