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 | $231,703 | $154,228+50.2% | $145,433+59.3% | $137,256+68.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.02% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,152 | $4,804-55.2% | $4,554-52.7% | $4,156-48.2% |
| Participant deferral / active EE | $8,357 | $8,216+1.7% | $7,897+5.8% | $6,407+30.4% |
| Admin fee / account holder | $815 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |