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 | $298,470 | $109,982+171.4% | $97,226+207.0% | $145,922+104.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 11.41% | 242.90%-231.5pp | 75.13%-63.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,321 | $3,084-57.2% | $2,729-51.6% | $4,660-71.7% |
| Participant deferral / active EE | $3,128 | $4,676-33.1% | $4,264-26.6% | $6,688-53.2% |
| Admin fee / account holder | $4,806 | $6,221-22.7% | $5,654-15.0% | $13,397-64.1% |