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 | $372,208 | $112,729+230.2% | $98,716+277.0% | $137,256+171.2% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.3%-34.5pp | 80.0%-45.2pp |
| Annual return | 14.84% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,851 | $2,725-32.1% | $2,279-18.8% | $4,156-55.5% |
| Participant deferral / active EE | $4,358 | $4,640-6.1% | $4,048+7.7% | $6,407-32.0% |
| Admin fee / account holder | $2,680 | $10,129-73.5% | $8,703-69.2% | $12,270-78.2% |