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 | $2,400,615 | $102,317+2246.3% | $146,958+1533.5% | $80,856+2869.0% |
| Participation rate | 60.8% | 75.8%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 14.43% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $13,106 | $3,713+253.0% | $4,933+165.7% | $2,755+375.8% |
| Participant deferral / active EE | $8,634 | $6,644+30.0% | $8,070+7.0% | $4,296+101.0% |
| Admin fee / account holder | $11,382 | $7,941+43.3% | $12,998-12.4% | $6,918+64.5% |