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 | $3,666,540 | $175,202+1992.8% | $149,673+2349.7% | $139,434+2529.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.26% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $24,391 | $5,474+345.6% | $4,818+406.3% | $4,751+413.4% |
| Participant deferral / active EE | $18,000 | $6,519+176.1% | $5,680+216.9% | $6,710+168.2% |
| Admin fee / account holder | $13,801 | $16,150-14.5% | $13,210+4.5% | $11,403+21.0% |