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 | $263,735 | $80,717+226.7% | $154,803+70.4% | $84,808+211.0% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-24.9pp | 68.3%-15.2pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,569 | $2,761-43.2% | $4,305-63.6% | $2,631-40.4% |
| Participant deferral / active EE | $2,239 | $3,303-32.2% | $5,540-59.6% | $4,212-46.8% |
| Admin fee / account holder | $1,139 | $6,746-83.1% | $14,329-92.1% | $7,344-84.5% |