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 | $280,832 | $109,881+155.6% | $150,045+87.2% | $84,808+231.1% |
| Participation rate | 61.3% | 76.1%-14.8pp | 82.3%-21.0pp | 68.3%-7.0pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,930 | $3,561+122.7% | $4,693+69.0% | $2,631+201.4% |
| Participant deferral / active EE | $14,596 | $6,636+120.0% | $7,997+82.5% | $4,212+246.6% |
| Admin fee / account holder | $7,662 | $8,568-10.6% | $13,435-43.0% | $7,344+4.3% |