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 7-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 | $2,471,737 | $71,883+3338.6% | $86,677+2751.7% | $68,494+3508.7% |
| Participation rate | 1.9% | 72.2%-70.4pp | 76.6%-74.7pp | 67.9%-66.0pp |
| Annual return | -9.99% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,541 | $2,173-29.1% | $2,836-45.7% | $2,596-40.6% |
| Participant deferral / active EE | $4,517 | $3,779+19.5% | $4,656-3.0% | $4,027+12.2% |
| Admin fee / account holder | $141,399 | $6,112+2213.6% | $7,493+1787.0% | $5,403+2517.2% |