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 | $298,485 | $99,640+199.6% | $86,436+245.3% | $134,475+122.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -16.68% | 6782.58%-6799.3pp | 4394.89%-4411.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,399 | $4,400-45.5% | $3,769-36.3% | $4,740-49.4% |
| Participant deferral / active EE | $6,501 | $7,246-10.3% | $6,952-6.5% | $6,400+1.6% |
| Admin fee / account holder | $12,058 | $8,371+44.0% | $6,731+79.1% | $11,426+5.5% |