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 | $4,148,486 | $138,044+2905.2% | $125,339+3209.8% | $134,475+2985.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -12.49% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,434 | $5,243+60.8% | $4,814+75.2% | $4,740+77.9% |
| Participant deferral / active EE | $7,881 | $7,799+1.1% | $7,446+5.8% | $6,400+23.2% |
| Admin fee / account holder | $371,479 | $11,571+3110.4% | $10,010+3611.3% | $11,426+3151.2% |