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 | $1,988,701 | $211,958+838.3% | $169,463+1073.5% | $135,375+1369.0% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -8.22% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,489 | $5,120-70.9% | $4,159-64.2% | $4,779-68.8% |
| Participant deferral / active EE | $1,489 | $6,075-75.5% | $5,277-71.8% | $5,609-73.4% |
| Admin fee / account holder | $90,905 | $11,471+692.5% | $9,109+897.9% | $10,827+739.6% |