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 | $189,168 | $86,929+117.6% | $102,423+84.7% | $80,856+134.0% |
| Participation rate | 69.1% | 72.4%-3.3pp | 76.5%-7.4pp | 67.6%+1.5pp |
| Annual return | 15.56% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,326 | $2,369-1.8% | $3,023-23.1% | $2,755-15.6% |
| Participant deferral / active EE | $4,949 | $4,118+20.2% | $5,053-2.1% | $4,296+15.2% |
| Admin fee / account holder | $1,173 | $8,049-85.4% | $9,451-87.6% | $6,918-83.0% |