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 | $452,969 | $97,125+366.4% | $86,233+425.3% | $137,256+230.0% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 18.68% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,229 | $2,841-56.7% | $2,504-50.9% | $4,156-70.4% |
| Participant deferral / active EE | $5,988 | $5,180+15.6% | $4,559+31.3% | $6,407-6.5% |
| Admin fee / account holder | $3,239 | $9,725-66.7% | $8,342-61.2% | $12,270-73.6% |