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 | $537,642 | $117,841+356.2% | $102,423+424.9% | $145,922+268.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 17.68% | 31.65%-14.0pp | 29.32%-11.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,865 | $3,615-48.4% | $3,023-38.3% | $4,660-60.0% |
| Participant deferral / active EE | $20,333 | $5,731+254.8% | $5,053+302.4% | $6,688+204.0% |
| Admin fee / account holder | $2,169 | $13,326-83.7% | $9,451-77.0% | $13,397-83.8% |