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 | $418,795 | $93,024+350.2% | $77,024+443.7% | $134,475+211.4% |
| Participation rate | 31.8% | 74.5%-42.7pp | 67.9%-36.1pp | 81.2%-49.4pp |
| Annual return | -15.74% | 62.60%-78.3pp | 42.32%-58.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,299 | $3,418-62.0% | $2,812-53.8% | $4,740-72.6% |
| Participant deferral / active EE | $6,906 | $5,238+31.9% | $4,426+56.0% | $6,400+7.9% |
| Admin fee / account holder | $3,026 | $6,944-56.4% | $5,425-44.2% | $11,426-73.5% |