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 | $286,443 | $105,860+170.6% | $90,749+215.6% | $134,475+113.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -13.56% | -11.01%-2.5pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,095 | $3,462-39.5% | $2,921-28.3% | $4,740-55.8% |
| Participant deferral / active EE | $6,969 | $5,216+33.6% | $4,564+52.7% | $6,400+8.9% |
| Admin fee / account holder | $2,625 | $13,938-81.2% | $8,445-68.9% | $11,426-77.0% |