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 6-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 | $265,452 | $202,318+31.2% | $172,739+53.7% | $152,861+73.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 22.60% | 1029.65%-1007.1pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,038 | $5,856-65.2% | $5,143-60.4% | $4,762-57.2% |
| Participant deferral / active EE | $4,604 | $5,948-22.6% | $5,198-11.4% | $5,850-21.3% |
| Admin fee / account holder | $51,334 | $17,109+200.0% | $13,954+267.9% | $11,596+342.7% |