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 | $312,955 | $86,891+260.2% | $142,449+119.7% | $75,163+316.4% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.8%-22.2pp | 67.2%-12.6pp |
| Annual return | 18.89% | 23.31%-4.4pp | 19.99%-1.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $12,441 | $3,355+270.8% | $4,847+156.7% | $2,670+366.0% |
| Participant deferral / active EE | $13,592 | $4,938+175.3% | $6,283+116.3% | $4,125+229.5% |
| Admin fee / account holder | $20,680 | $7,299+183.3% | $10,011+106.6% | $5,651+265.9% |