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 | $310,143 | $157,256+97.2% | $141,162+119.7% | $152,861+102.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 21.12% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $19,465 | $5,261+270.0% | $4,735+311.1% | $4,762+308.7% |
| Participant deferral / active EE | $4,866 | $7,109-31.6% | $6,709-27.5% | $5,850-16.8% |
| Admin fee / account holder | $3,930 | $12,120-67.6% | $10,261-61.7% | $11,596-66.1% |