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 7-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 | $427,207 | $110,261+287.5% | $95,745+346.2% | $139,434+206.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.18% | 27.11%-11.9pp | 28.35%-13.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,552 | $3,257-21.7% | $2,835-10.0% | $4,751-46.3% |
| Participant deferral / active EE | $8,542 | $4,676+82.7% | $4,245+101.2% | $6,710+27.3% |
| Admin fee / account holder | $2,411 | $6,613-63.5% | $5,678-57.5% | $11,403-78.9% |