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 | $564,684 | $55,415+919.0% | $155,509+263.1% | $74,495+658.0% |
| Participation rate | 68.6% | 61.9%+6.7pp | 78.2%-9.6pp | 67.2%+1.4pp |
| Annual return | 16.32% | 268.50%-252.2pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $13,707 | $2,267+504.6% | $4,672+193.4% | $2,623+422.6% |
| Participant deferral / active EE | $9,805 | $2,836+245.7% | $5,626+74.3% | $4,346+125.6% |
| Admin fee / account holder | $154,126 | $1,738+8766.6% | $15,912+868.6% | $1,942+7837.6% |