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 | $112,729+187.2% | $98,716+227.9% | $137,256+135.9% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 12.25% | 38.48%-26.2pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,779 | $4,640-18.5% | $4,048-6.6% | $6,407-41.0% |
| Admin fee / account holder | $37,959 | $10,129+274.8% | $8,703+336.2% | $12,270+209.4% |