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 | $346,893 | $106,584+225.5% | $101,326+242.4% | $142,382+143.6% |
| Participation rate | 58.3% | 82.7%-24.4pp | 81.5%-23.2pp | 80.1%-21.8pp |
| Annual return | 18.92% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $359 | $3,956-90.9% | $3,665-90.2% | $4,299-91.6% |
| Participant deferral / active EE | $13,152 | $8,297+58.5% | $7,994+64.5% | $6,507+102.1% |
| Admin fee / account holder | $4,035 | $11,446-64.7% | $11,185-63.9% | $12,624-68.0% |