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 4-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 | $306,590 | $232,540+31.8% | $185,117+65.6% | $147,584+107.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 19.60% | 43.03%-23.4pp | 40.50%-20.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,368 | $5,195+3.3% | $4,182+28.4% | $4,876+10.1% |
| Participant deferral / active EE | $21,000 | $5,834+260.0% | $5,045+316.3% | $5,439+286.1% |
| Admin fee / account holder | $169,306 | $10,275+1547.7% | $8,159+1975.0% | $10,885+1455.4% |