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 | $382,695 | $127,100+201.1% | $105,738+261.9% | $135,375+182.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 76.3%-33.5pp | 82.6%-39.8pp |
| Annual return | -3.02% | 4.49%-7.5pp | 6.27%-9.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $21,089 | $4,107+413.5% | $3,268+545.3% | $4,779+341.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26,250 | $9,087+188.9% | $6,913+279.7% | $10,827+142.4% |