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 | $398,915 | $74,927+432.4% | $101,794+291.9% | $84,808+370.4% |
| Participation rate | 10.2% | 61.4%-51.2pp | 69.2%-59.0pp | 68.3%-58.1pp |
| Annual return | 17.38% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $780 | $1,522-48.7% | $2,289-65.9% | $2,631-70.4% |
| Participant deferral / active EE | $2,377 | $3,099-23.3% | $4,084-41.8% | $4,212-43.6% |
| Admin fee / account holder | $74,444 | $6,514+1042.9% | $8,777+748.2% | $7,344+913.7% |