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 | $260,652 | $108,642+139.9% | $74,701+248.9% | $152,861+70.5% |
| Participation rate | 15.4% | 65.3%-50.0pp | 54.5%-39.1pp | 82.4%-67.1pp |
| Annual return | 19.90% | 114.06%-94.2pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $382 | $1,503-74.6% | $1,084-64.8% | $4,762-92.0% |
| Participant deferral / active EE | $1,675 | $2,712-38.3% | $1,964-14.7% | $5,850-71.4% |
| Admin fee / account holder | $649 | $4,902-86.8% | $3,333-80.5% | $11,596-94.4% |