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 | $281,475 | $162,781+72.9% | $133,956+110.1% | $158,922+77.1% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 10.74% | 41.94%-31.2pp | 45.09%-34.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,653 | $4,975-66.8% | $3,919-57.8% | $4,761-65.3% |
| Participant deferral / active EE | $5,624 | $5,911-4.9% | $5,048+11.4% | $5,982-6.0% |
| Admin fee / account holder | $1,384 | $11,736-88.2% | $8,927-84.5% | $11,246-87.7% |