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 | $334,474 | $210,648+58.8% | $177,989+87.9% | $145,922+129.2% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-21.9pp |
| Annual return | 8.91% | 385.86%-376.9pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,531 | $4,565-66.5% | $3,949-61.2% | $4,660-67.2% |
| Participant deferral / active EE | $5,404 | $6,958-22.3% | $6,276-13.9% | $6,688-19.2% |
| Admin fee / account holder | $39,754 | $12,013+230.9% | $10,363+283.6% | $13,397+196.7% |