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 | $1,728,677 | $94,529+1728.7% | $140,016+1134.6% | $64,186+2593.2% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | -3.01% | 7.77%-10.8pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,897 | $3,812+28.4% | $5,606-12.6% | $2,381+105.7% |
| Participant deferral / active EE | $2,997 | $5,250-42.9% | $6,927-56.7% | $3,470-13.6% |
| Admin fee / account holder | $219,255 | $6,741+3152.6% | $10,705+1948.1% | $4,888+4385.5% |