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 9-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 | $1,811,915 | $49,177+3584.5% | $79,464+2180.2% | $64,186+2722.9% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -3.55% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,619 | $2,076-22.0% | $2,800-42.2% | $2,381-32.0% |
| Participant deferral / active EE | $3,812 | $2,821+35.1% | $3,704+2.9% | $3,470+9.9% |
| Admin fee / account holder | $37,822 | $3,839+885.2% | $5,113+639.7% | $4,888+673.8% |