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 | $280,524 | $96,635+190.3% | $86,612+223.9% | $139,434+101.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 23.48% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,052 | $3,263-67.8% | $3,022-65.2% | $4,751-77.9% |
| Participant deferral / active EE | $5,747 | $4,836+18.8% | $4,438+29.5% | $6,710-14.4% |
| Admin fee / account holder | $657 | $6,408-89.7% | $5,614-88.3% | $11,403-94.2% |