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 8-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 | $267,155 | $185,822+43.8% | $169,993+57.2% | $139,434+91.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 11.55% | 60.50%-49.0pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $8,776 | $7,590+15.6% | $6,785+29.3% | $4,751+84.7% |
| Participant deferral / active EE | $5,498 | $11,622-52.7% | $10,408-47.2% | $6,710-18.1% |
| Admin fee / account holder | $49,187 | $15,381+219.8% | $12,815+283.8% | $11,403+331.4% |