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 | $164,139 | $124,425+31.9% | $112,040+46.5% | $137,256+19.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 14.41% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,435 | $3,411+0.7% | $2,954+16.3% | $4,156-17.4% |
| Participant deferral / active EE | $11,498 | $5,718+101.1% | $5,098+125.6% | $6,407+79.5% |
| Admin fee / account holder | $23,265 | $15,207+53.0% | $12,098+92.3% | $12,270+89.6% |