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 | $257,814 | $110,261+133.8% | $95,745+169.3% | $139,434+84.9% |
| Participation rate | 22.2% | 75.8%-53.5pp | 72.3%-50.0pp | 80.3%-58.1pp |
| Annual return | 11.41% | 27.11%-15.7pp | 28.35%-16.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,639 | $3,257-49.7% | $2,835-42.2% | $4,751-65.5% |
| Participant deferral / active EE | $5,369 | $4,676+14.8% | $4,245+26.5% | $6,710-20.0% |
| Admin fee / account holder | $4,948 | $6,613-25.2% | $5,678-12.9% | $11,403-56.6% |