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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,573 | $106,515+39.5% | $96,683+53.7% | $139,434+6.6% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 17.93% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,570 | $4,103-61.7% | $3,737-58.0% | $4,751-67.0% |
| Participant deferral / active EE | $4,407 | $5,454-19.2% | $4,878-9.7% | $6,710-34.3% |
| Admin fee / account holder | $3,267 | $7,877-58.5% | $6,730-51.5% | $11,403-71.3% |