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 | $287,749 | $210,648+36.6% | $177,989+61.7% | $145,922+97.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 17.93% | 385.86%-367.9pp | 294.48%-276.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,280 | $4,565-72.0% | $3,949-67.6% | $4,660-72.5% |
| Participant deferral / active EE | $10,000 | $6,958+43.7% | $6,276+59.3% | $6,688+49.5% |
| Admin fee / account holder | $11,002 | $12,013-8.4% | $10,363+6.2% | $13,397-17.9% |