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 | $554,797 | $111,535+397.4% | $105,223+427.3% | $137,256+304.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 14.27% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,003 | $3,939-74.5% | $3,689-72.8% | $4,156-75.9% |
| Participant deferral / active EE | $5,500 | $5,5000% | $5,072+8.4% | $6,407-14.2% |
| Admin fee / account holder | $5,246 | $9,721-46.0% | $8,859-40.8% | $12,270-57.2% |