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 | $556,815 | $93,571+495.1% | $135,903+309.7% | $75,163+640.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 20.96% | 30.90%-9.9pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $7,508 | $3,537+112.3% | $4,856+54.6% | $2,670+181.2% |
| Participant deferral / active EE | $7,287 | $6,404+13.8% | $7,758-6.1% | $4,125+76.7% |
| Admin fee / account holder | $64,399 | $6,975+823.2% | $10,762+498.4% | $5,651+1039.6% |