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 | $190,061 | $169,032+12.4% | $129,207+47.1% | $145,922+30.2% |
| Participation rate | 68.8% | 76.4%-7.7pp | 69.6%-0.9pp | 80.3%-11.5pp |
| Annual return | 15.31% | 14330.11%-14314.8pp | 9417.33%-9402.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,707 | $5,537-51.1% | $4,153-34.8% | $4,660-41.9% |
| Participant deferral / active EE | $9,197 | $4,987+84.4% | $4,168+120.7% | $6,688+37.5% |
| Admin fee / account holder | $9,251 | $9,954-7.1% | $7,715+19.9% | $13,397-30.9% |