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 | $658,938 | $118,849+454.4% | $96,562+582.4% | $167,490+293.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 28.52% | 50.49%-22.0pp | 37.78%-9.3pp | 478.56%-450.0pp |
| Employer contribution / active EE | $1,803 | $3,120-42.2% | $2,356-23.5% | $4,837-62.7% |
| Participant deferral / active EE | $5,600 | $4,616+21.3% | $3,849+45.5% | $6,341-11.7% |
| Admin fee / account holder | $10,958 | $8,065+35.9% | $6,181+77.3% | $12,309-11.0% |