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 | $259,585 | $109,881+136.2% | $150,045+73.0% | $84,808+206.1% |
| Participation rate | 56.8% | 76.1%-19.3pp | 82.3%-25.6pp | 68.3%-11.6pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,868 | $3,561-47.5% | $4,693-60.2% | $2,631-29.0% |
| Participant deferral / active EE | $5,226 | $6,636-21.2% | $7,997-34.6% | $4,212+24.1% |
| Admin fee / account holder | $2,189 | $8,568-74.5% | $13,435-83.7% | $7,344-70.2% |