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 | $305,176 | $126,574+141.1% | $106,213+187.3% | $145,922+109.1% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 16.52% | 224.79%-208.3pp | 116.14%-99.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,086 | $3,730-70.9% | $3,171-65.8% | $4,660-76.7% |
| Participant deferral / active EE | $4,992 | $5,724-12.8% | $5,016-0.5% | $6,688-25.4% |
| Admin fee / account holder | $9,755 | $17,304-43.6% | $11,033-11.6% | $13,397-27.2% |