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 | $251,322 | $114,381+119.7% | $107,525+133.7% | $142,382+76.5% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 14.68% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,968 | $4,015-26.1% | $3,754-20.9% | $4,299-31.0% |
| Participant deferral / active EE | $6,141 | $5,564+10.4% | $5,116+20.1% | $6,507-5.6% |
| Admin fee / account holder | $1,666 | $9,860-83.1% | $8,919-81.3% | $12,624-86.8% |