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 | $429,059 | $215,361+99.2% | $171,082+150.8% | $273,961+56.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.62% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,444 | $4,967-30.7% | $4,002-13.9% | $4,869-29.3% |
| Participant deferral / active EE | $8,655 | $5,543+56.1% | $4,797+80.4% | $5,287+63.7% |
| Admin fee / account holder | $75,050 | $10,846+591.9% | $8,520+780.9% | $10,132+640.7% |