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 | $3,504,102 | $102,317+3324.8% | $146,958+2284.4% | $80,856+4233.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 20.44% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $15,938 | $3,713+329.2% | $4,933+223.1% | $2,755+478.6% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $324,192 | $7,941+3982.4% | $12,998+2394.1% | $6,918+4586.2% |