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 | $346,870 | $163,101+112.7% | $136,749+153.7% | $142,382+143.6% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 16.76% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,020 | $4,117-75.2% | $3,400-70.0% | $4,299-76.3% |
| Participant deferral / active EE | $1,472 | $5,585-73.6% | $4,692-68.6% | $6,507-77.4% |
| Admin fee / account holder | $3,699 | $14,318-74.2% | $11,386-67.5% | $12,624-70.7% |