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 | $522,039 | $173,345+201.2% | $136,007+283.8% | $145,922+257.8% |
| Participation rate | 40.0% | 80.5%-40.5pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 20.43% | 1163.32%-1142.9pp | 579.32%-558.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $919 | $5,278-82.6% | $4,217-78.2% | $4,660-80.3% |
| Participant deferral / active EE | $2,597 | $8,699-70.1% | $7,025-63.0% | $6,688-61.2% |
| Admin fee / account holder | $18,371 | $9,954+84.6% | $6,858+167.9% | $13,397+37.1% |