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 | $145,567 | $56,484+157.7% | $169,463-14.1% | $64,186+126.8% |
| Participation rate | 58.6% | 64.5%-5.9pp | 77.8%-19.2pp | 69.6%-10.9pp |
| Annual return | 33.30% | -1.55%+34.9pp | 1.83%+31.5pp | 7.63%+25.7pp |
| Employer contribution / active EE | $1,700 | $1,832-7.2% | $4,159-59.1% | $2,381-28.6% |
| Participant deferral / active EE | $2,297 | $3,448-33.4% | $5,277-56.5% | $3,470-33.8% |
| Admin fee / account holder | $1,103 | $4,174-73.6% | $9,109-87.9% | $4,888-77.4% |