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 | $287,234 | $53,516+436.7% | $126,539+127.0% | $84,808+238.7% |
| Participation rate | 52.4% | 58.2%-5.8pp | 69.8%-17.4pp | 68.3%-15.9pp |
| Annual return | 16.55% | 58.34%-41.8pp | 425.95%-409.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,697 | $1,535+75.7% | $3,674-26.6% | $2,631+2.5% |
| Participant deferral / active EE | $4,902 | $2,671+83.6% | $4,083+20.1% | $4,212+16.4% |
| Admin fee / account holder | $33,667 | $4,497+648.7% | $6,065+455.1% | $7,344+358.4% |