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 | $352,754 | $82,286+328.7% | $68,791+412.8% | $134,475+162.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -19.06% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,925 | $3,301+18.9% | $2,655+47.8% | $4,740-17.2% |
| Participant deferral / active EE | $15,425 | $4,739+225.5% | $3,941+291.4% | $6,400+141.0% |
| Admin fee / account holder | $129,074 | $6,481+1891.7% | $4,932+2517.1% | $11,426+1029.7% |