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 | $441,618 | $32,117+1275.0% | $71,086+521.2% | $64,186+588.0% |
| Participation rate | 6.7% | 42.7%-36.0pp | 54.7%-48.0pp | 69.6%-62.9pp |
| Annual return | -0.97% | -5.57%+4.6pp | 650.59%-651.6pp | 7.63%-8.6pp |
| Employer contribution / active EE | $420 | $712-41.0% | $1,088-61.4% | $2,381-82.4% |
| Participant deferral / active EE | $1,633 | $1,263+29.3% | $1,874-12.9% | $3,470-52.9% |
| Admin fee / account holder | $384,067 | $2,759+13819.5% | $3,082+12360.0% | $4,888+7757.3% |