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 | $702,845 | $202,432+247.2% | $169,368+315.0% | $139,434+404.1% |
| Participation rate | 9.5% | 81.1%-71.5pp | 77.1%-67.6pp | 80.3%-70.8pp |
| Annual return | 24.21% | 531.74%-507.5pp | 405.60%-381.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,164 | $4,692-75.2% | $4,013-71.0% | $4,751-75.5% |
| Participant deferral / active EE | $1,286 | $6,938-81.5% | $6,221-79.3% | $6,710-80.8% |
| Admin fee / account holder | $636 | $10,708-94.1% | $9,003-92.9% | $11,403-94.4% |