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 | $426,222 | $138,044+208.8% | $125,339+240.1% | $134,475+217.0% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -13.49% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,608 | $5,243-69.3% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $9,187 | $7,799+17.8% | $7,446+23.4% | $6,400+43.5% |
| Admin fee / account holder | $27,723 | $11,571+139.6% | $10,010+177.0% | $11,426+142.6% |