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 | $443,706 | $167,307+165.2% | $143,757+208.6% | $134,475+230.0% |
| Participation rate | 39.1% | 84.8%-45.7pp | 80.3%-41.2pp | 81.2%-42.1pp |
| Annual return | -16.33% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,652 | $5,619-52.8% | $4,951-46.4% | $4,740-44.0% |
| Participant deferral / active EE | $6,047 | $6,446-6.2% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $1,861 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |