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 | $323,731 | $117,983+174.4% | $101,794+218.0% | $142,382+127.4% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 12.25% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,779 | $4,714-19.8% | $4,084-7.5% | $6,507-41.9% |
| Admin fee / account holder | $37,959 | $10,433+263.8% | $8,777+332.5% | $12,624+200.7% |