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 | $245,331 | $106,584+130.2% | $101,326+142.1% | $142,382+72.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 15.34% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,889 | $3,956+48.9% | $3,665+60.7% | $4,299+37.0% |
| Participant deferral / active EE | $6,480 | $8,297-21.9% | $7,994-18.9% | $6,507-0.4% |
| Admin fee / account holder | $16,930 | $11,446+47.9% | $11,185+51.4% | $12,624+34.1% |