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 | $314,044 | $181,894+72.7% | $156,549+100.6% | $273,961+14.6% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 4.35% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,988 | $6,248-68.2% | $5,501-63.9% | $4,869-59.2% |
| Participant deferral / active EE | $5,094 | $5,550-8.2% | $4,871+4.6% | $5,287-3.7% |
| Admin fee / account holder | $72,370 | $15,559+365.1% | $13,027+455.5% | $10,132+614.3% |