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 9-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 | $469,389 | $183,519+155.8% | $155,509+201.8% | $145,922+221.7% |
| Participation rate | 56.5% | 82.7%-26.1pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 18.50% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,380 | $5,313-17.6% | $4,672-6.3% | $4,660-6.0% |
| Participant deferral / active EE | $5,892 | $6,462-8.8% | $5,626+4.7% | $6,688-11.9% |
| Admin fee / account holder | $2,407 | $19,313-87.5% | $15,912-84.9% | $13,397-82.0% |