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 | $835,371 | $85,790+873.7% | $67,313+1141.0% | $135,375+517.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -4.98% | -0.54%-4.4pp | -4.08%-0.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $8,147 | $3,487+133.6% | $2,566+217.5% | $4,779+70.5% |
| Participant deferral / active EE | $5,192 | $4,651+11.6% | $3,568+45.5% | $5,609-7.4% |
| Admin fee / account holder | $2,978 | $6,392-53.4% | $4,507-33.9% | $10,827-72.5% |