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 7-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 | $380,317 | $124,281+206.0% | $109,143+248.5% | $167,490+127.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 20.89% | 26.04%-5.1pp | 25.75%-4.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $945 | $4,207-77.5% | $3,722-74.6% | $4,837-80.5% |
| Participant deferral / active EE | $1,835 | $5,255-65.1% | $4,653-60.6% | $6,341-71.1% |
| Admin fee / account holder | $2,857 | $7,970-64.2% | $6,752-57.7% | $12,309-76.8% |