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 | $2,738,844 | $81,632+3255.1% | $70,449+3787.7% | $158,922+1623.4% |
| Participation rate | 8.3% | 77.7%-69.4pp | 75.1%-66.7pp | 82.0%-73.6pp |
| Annual return | 13.68% | 208.40%-194.7pp | 109.03%-95.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,749 | $3,217+16.5% | $2,737+37.0% | $4,761-21.3% |
| Participant deferral / active EE | $5,414 | $4,554+18.9% | $3,709+46.0% | $5,982-9.5% |
| Admin fee / account holder | $106,895 | $6,193+1626.2% | $3,845+2679.9% | $11,246+850.5% |