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 | $286,767 | $127,065+125.7% | $113,168+153.4% | $142,382+101.4% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | 15.71% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,101 | $3,442-68.0% | $2,975-63.0% | $4,299-74.4% |
| Participant deferral / active EE | $4,656 | $5,716-18.6% | $5,107-8.8% | $6,507-28.5% |
| Admin fee / account holder | $1,909 | $15,736-87.9% | $12,068-84.2% | $12,624-84.9% |