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 | $431,490 | $108,642+297.2% | $74,701+477.6% | $152,861+182.3% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 20.18% | 114.06%-93.9pp | 752.92%-732.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,640 | $1,503+75.7% | $1,084+143.6% | $4,762-44.6% |
| Participant deferral / active EE | $8,800 | $2,712+224.5% | $1,964+348.2% | $5,850+50.4% |
| Admin fee / account holder | $778 | $4,902-84.1% | $3,333-76.7% | $11,596-93.3% |