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 | $317,269 | $76,407+315.2% | $150,298+111.1% | $82,448+284.8% |
| Participation rate | 63.9% | 66.4%-2.5pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 17.10% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,281 | $2,614-12.7% | $4,154-45.1% | $2,551-10.6% |
| Participant deferral / active EE | $6,372 | $3,214+98.3% | $5,453+16.9% | $4,139+54.0% |
| Admin fee / account holder | $15,030 | $6,352+136.6% | $14,116+6.5% | $7,234+107.8% |