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 | $2,054,316 | $129,942+1480.9% | $104,294+1869.7% | $134,475+1427.7% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -10.01% | 42.03%-52.0pp | 24.61%-34.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,445 | $4,184-65.5% | $3,372-57.1% | $4,740-69.5% |
| Participant deferral / active EE | $8,145 | $5,588+45.8% | $4,625+76.1% | $6,400+27.3% |
| Admin fee / account holder | $377,576 | $9,323+3949.9% | $7,339+5044.5% | $11,426+3204.6% |