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 | $294,972 | $118,849+148.2% | $96,562+205.5% | $167,490+76.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 16.67% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,447 | $3,120-53.6% | $2,356-38.6% | $4,837-70.1% |
| Participant deferral / active EE | $1,976 | $4,616-57.2% | $3,849-48.7% | $6,341-68.8% |
| Admin fee / account holder | $819 | $8,065-89.8% | $6,181-86.8% | $12,309-93.3% |