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 | $173,995 | $60,349+188.3% | $74,183+134.5% | $62,891+176.7% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 5.95% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,086 | $1,680+83.7% | $2,370+30.2% | $2,281+35.3% |
| Participant deferral / active EE | $6,415 | $2,856+124.6% | $3,550+80.7% | $3,203+100.3% |
| Admin fee / account holder | $13,016 | $4,261+205.5% | $5,586+133.0% | $4,296+203.0% |