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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,641 | $60,022+169.3% | $88,946+81.7% | $84,808+90.6% |
| Participation rate | 68.6% | 57.8%+10.7pp | 68.8%-0.3pp | 68.3%+0.3pp |
| Annual return | 18.45% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,865 | $1,703+9.5% | $2,555-27.0% | $2,631-29.1% |
| Participant deferral / active EE | $4,072 | $3,114+30.8% | $4,581-11.1% | $4,212-3.3% |
| Admin fee / account holder | $2,361 | $4,811-50.9% | $8,261-71.4% | $7,344-67.8% |