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 | $416,436 | $138,065+201.6% | $123,544+237.1% | $135,375+207.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.84% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,143 | $5,151-19.6% | $4,628-10.5% | $4,779-13.3% |
| Participant deferral / active EE | $3,517 | $6,799-48.3% | $6,426-45.3% | $5,609-37.3% |
| Admin fee / account holder | $24,704 | $10,916+126.3% | $9,284+166.1% | $10,827+128.2% |