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 | $251,667 | $78,422+220.9% | $95,952+162.3% | $79,858+215.1% |
| Participation rate | 30.8% | 73.5%-42.7pp | 77.1%-46.3pp | 69.6%-38.9pp |
| Annual return | 18.60% | 19.37%-0.8pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,461 | $1,945-24.9% | $2,541-42.5% | $2,471-40.9% |
| Participant deferral / active EE | $3,530 | $3,440+2.6% | $4,167-15.3% | $3,740-5.6% |
| Admin fee / account holder | $20,183 | $5,622+259.0% | $6,795+197.0% | $5,306+280.4% |