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 | $1,334,318 | $58,208+2192.3% | $81,812+1531.0% | $80,856+1550.2% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.3%-72.3pp | 67.6%-67.6pp |
| Annual return | 58.15% | 41.66%+16.5pp | 773.79%-715.6pp | 35.59%+22.6pp |
| Employer contribution / active EE | $16,410 | $2,340+601.3% | $2,912+463.5% | $2,755+495.7% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $38,921 | $4,981+681.4% | $7,386+427.0% | $6,918+462.6% |