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 | $304,607 | $99,341+206.6% | $84,750+259.4% | $273,961+11.2% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.93% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $7,347 | $4,214+74.4% | $3,574+105.6% | $4,869+50.9% |
| Participant deferral / active EE | $6,223 | $4,269+45.8% | $3,712+67.6% | $5,287+17.7% |
| Admin fee / account holder | $1,480 | $6,644-77.7% | $5,332-72.2% | $10,132-85.4% |