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 | $1,097,757 | $176,056+523.5% | $159,436+588.5% | $167,490+555.4% |
| Participation rate | 12.5% | 84.9%-72.4pp | 82.8%-70.3pp | 82.1%-69.6pp |
| Annual return | 11.72% | 331.75%-320.0pp | 263.57%-251.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,237 | $5,297-20.0% | $4,829-12.3% | $4,837-12.4% |
| Participant deferral / active EE | $10,300 | $7,750+32.9% | $7,352+40.1% | $6,341+62.4% |
| Admin fee / account holder | $76,683 | $12,554+510.8% | $10,799+610.1% | $12,309+523.0% |