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 | $1,628,895 | $201,272+709.3% | $184,203+784.3% | $145,922+1016.3% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 15.07% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,604 | $7,022-48.7% | $6,427-43.9% | $4,660-22.6% |
| Participant deferral / active EE | $14,300 | $9,806+45.8% | $9,131+56.6% | $6,688+113.8% |
| Admin fee / account holder | $1,320,723 | $16,364+7971.1% | $13,901+9401.0% | $13,397+9758.4% |