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 | $275,763 | $81,248+239.4% | $155,509+77.3% | $80,856+241.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 17.59% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,735 | $3,100-11.8% | $4,672-41.5% | $2,755-0.7% |
| Participant deferral / active EE | $5,919 | $3,452+71.5% | $5,626+5.2% | $4,296+37.8% |
| Admin fee / account holder | $2,226 | $7,997-72.2% | $15,912-86.0% | $6,918-67.8% |