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 | $434,621 | $115,770+275.4% | $101,248+329.3% | $158,922+173.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 14.86% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $5,700 | $4,175+36.5% | $3,660+55.8% | $4,761+19.7% |
| Participant deferral / active EE | $4,875 | $4,957-1.7% | $4,370+11.6% | $5,982-18.5% |
| Admin fee / account holder | $3,634 | $7,245-49.8% | $5,945-38.9% | $11,246-67.7% |