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 | $285,278 | $100,754+183.1% | $86,677+229.1% | $134,475+112.1% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -16.99% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $974 | $3,489-72.1% | $2,836-65.6% | $4,740-79.4% |
| Participant deferral / active EE | $3,298 | $5,338-38.2% | $4,656-29.2% | $6,400-48.5% |
| Admin fee / account holder | $14,538 | $10,926+33.1% | $7,493+94.0% | $11,426+27.2% |