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 | $262,929 | $90,503+190.5% | $78,689+234.1% | $273,961-4.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.00% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $940 | $3,176-70.4% | $2,851-67.0% | $4,869-80.7% |
| Participant deferral / active EE | $10,500 | $3,901+169.1% | $3,517+198.6% | $5,287+98.6% |
| Admin fee / account holder | $2,194 | $5,263-58.3% | $4,510-51.4% | $10,132-78.3% |