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 4-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 | $259,812 | $163,101+59.3% | $136,749+90.0% | $142,382+82.5% |
| Participation rate | 69.2% | 78.2%-9.0pp | 72.1%-2.9pp | 80.1%-10.9pp |
| Annual return | 22.70% | 27.54%-4.8pp | 24.33%-1.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,614 | $4,117-60.8% | $3,400-52.5% | $4,299-62.5% |
| Participant deferral / active EE | $9,144 | $5,585+63.7% | $4,692+94.9% | $6,507+40.5% |
| Admin fee / account holder | $1,083 | $14,318-92.4% | $11,386-90.5% | $12,624-91.4% |