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 | $186,536 | $87,013+114.4% | $106,213+75.6% | $80,856+130.7% |
| Participation rate | 52.1% | 70.4%-18.4pp | 75.3%-23.2pp | 67.6%-15.6pp |
| Annual return | 11.05% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,538 | $2,395-35.8% | $3,171-51.5% | $2,755-44.2% |
| Participant deferral / active EE | $4,091 | $3,986+2.6% | $5,016-18.4% | $4,296-4.8% |
| Admin fee / account holder | $12,495 | $8,431+48.2% | $11,033+13.3% | $6,918+80.6% |