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 | $186,534 | $138,347+34.8% | $184,203+1.3% | $80,856+130.7% |
| Participation rate | 59.7% | 83.9%-24.2pp | 86.8%-27.1pp | 67.6%-7.9pp |
| Annual return | 14.59% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,578 | $4,850-46.8% | $6,427-59.9% | $2,755-6.4% |
| Participant deferral / active EE | $6,121 | $7,071-13.4% | $9,131-33.0% | $4,296+42.5% |
| Admin fee / account holder | $5,141 | $10,483-51.0% | $13,901-63.0% | $6,918-25.7% |