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 | $254,418 | $69,010+268.7% | $159,960+59.1% | $68,494+271.4% |
| Participation rate | 66.0% | 65.4%+0.6pp | 78.0%-12.0pp | 67.9%-1.9pp |
| Annual return | -15.84% | -9.65%-6.2pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,899 | $2,213+31.0% | $4,226-31.4% | $2,596+11.6% |
| Participant deferral / active EE | $7,430 | $4,212+76.4% | $6,182+20.2% | $4,027+84.5% |
| Admin fee / account holder | $43,442 | $4,798+805.4% | $8,698+399.5% | $5,403+704.1% |