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 | $262,945 | $65,561+301.1% | $86,188+205.1% | $75,163+249.8% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 15.55% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $957 | $1,553-38.4% | $2,380-59.8% | $2,670-64.2% |
| Participant deferral / active EE | $1,498 | $3,024-50.5% | $3,985-62.4% | $4,125-63.7% |
| Admin fee / account holder | $6,994 | $5,474+27.8% | $6,852+2.1% | $5,651+23.8% |