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 | $454,518 | $118,849+282.4% | $96,562+370.7% | $167,490+171.4% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 13.62% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,420 | $3,120-22.4% | $2,356+2.7% | $4,837-50.0% |
| Participant deferral / active EE | $2,691 | $4,616-41.7% | $3,849-30.1% | $6,341-57.6% |
| Admin fee / account holder | $3,871 | $8,065-52.0% | $6,181-37.4% | $12,309-68.5% |