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 | $331,353 | $115,770+186.2% | $101,248+227.3% | $158,922+108.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 9.83% | 56.14%-46.3pp | 46.47%-36.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,687 | $4,175-59.6% | $3,660-53.9% | $4,761-64.6% |
| Participant deferral / active EE | $8,454 | $4,957+70.5% | $4,370+93.5% | $5,982+41.3% |
| Admin fee / account holder | $156,496 | $7,245+2060.1% | $5,945+2532.2% | $11,246+1291.6% |