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 | $318,039 | $81,248+291.4% | $155,509+104.5% | $80,856+293.3% |
| Participation rate | 57.6% | 66.2%-8.7pp | 78.2%-20.6pp | 67.6%-10.1pp |
| Annual return | 17.59% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $609 | $3,100-80.4% | $4,672-87.0% | $2,755-77.9% |
| Participant deferral / active EE | $10,574 | $3,452+206.4% | $5,626+87.9% | $4,296+146.2% |
| Admin fee / account holder | $10,653 | $7,997+33.2% | $15,912-33.1% | $6,918+54.0% |