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 | $342,779 | $154,228+122.3% | $145,433+135.7% | $137,256+149.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,655 | $4,804-65.6% | $4,554-63.7% | $4,156-60.2% |
| Participant deferral / active EE | $7,891 | $8,216-4.0% | $7,897-0.1% | $6,407+23.2% |
| Admin fee / account holder | $25,599 | $14,344+78.5% | $13,129+95.0% | $12,270+108.6% |