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 | $403,787 | $100,901+300.2% | $75,670+433.6% | $147,584+173.6% |
| Participation rate | 27.3% | 77.1%-49.9pp | 72.3%-45.1pp | 82.8%-55.6pp |
| Annual return | 17.54% | 35.78%-18.2pp | 27.34%-9.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $837 | $3,253-74.3% | $2,352-64.4% | $4,876-82.8% |
| Participant deferral / active EE | $4,211 | $4,027+4.6% | $3,142+34.0% | $5,439-22.6% |
| Admin fee / account holder | $63,370 | $11,285+461.5% | $5,800+992.6% | $10,885+482.2% |