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 | $307,490 | $86,929+253.7% | $102,423+200.2% | $80,856+280.3% |
| Participation rate | 41.7% | 72.4%-30.7pp | 76.5%-34.8pp | 67.6%-26.0pp |
| Annual return | 15.11% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,844 | $2,369+62.2% | $3,023+27.1% | $2,755+39.5% |
| Participant deferral / active EE | $8,756 | $4,118+112.6% | $5,053+73.3% | $4,296+103.8% |
| Admin fee / account holder | $80,086 | $8,049+895.0% | $9,451+747.4% | $6,918+1057.7% |