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 | $313,194 | $133,958+133.8% | $112,228+179.1% | $134,475+132.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -12.50% | 47.11%-59.6pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,634 | $4,038-10.0% | $3,6350% | $4,740-23.3% |
| Participant deferral / active EE | $7,854 | $5,291+48.5% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $5,574 | $7,489-25.6% | $6,410-13.0% | $11,426-51.2% |