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 | $452,498 | $97,044+366.3% | $83,333+443.0% | $135,375+234.3% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -0.52% | 12.31%-12.8pp | 10.63%-11.2pp | 519.73%-520.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $5,964-65.7% | $5,565-63.3% | $5,609-63.6% |
| Admin fee / account holder | $319,145 | $8,380+3708.6% | $7,510+4149.4% | $10,827+2847.7% |