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 9-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 | $253,394 | $167,307+51.5% | $143,757+76.3% | $134,475+88.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -16.55% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,763 | $5,619-68.6% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $4,409 | $6,446-31.6% | $5,637-21.8% | $6,400-31.1% |
| Admin fee / account holder | $1,841 | $18,088-89.8% | $14,673-87.5% | $11,426-83.9% |