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 | $180,262 | $89,698+101.0% | $103,476+74.2% | $80,856+122.9% |
| Participation rate | 64.1% | 76.0%-11.9pp | 80.5%-16.4pp | 67.6%-3.6pp |
| Annual return | 14.30% | 22.78%-8.5pp | 23.90%-9.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,648 | $4,018-34.1% | $4,672-43.3% | $2,755-3.9% |
| Participant deferral / active EE | $6,685 | $5,456+22.5% | $6,623+0.9% | $4,296+55.6% |
| Admin fee / account holder | $3,685 | $6,768-45.6% | $9,413-60.9% | $6,918-46.7% |