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 | $219,243 | $62,672+249.8% | $185,117+18.4% | $70,131+212.6% |
| Participation rate | 46.2% | 63.8%-17.6pp | 77.3%-31.1pp | 69.5%-23.4pp |
| Annual return | 15.15% | 40.79%-25.6pp | 40.50%-25.3pp | 73.14%-58.0pp |
| Employer contribution / active EE | $626 | $1,753-64.3% | $4,182-85.0% | $2,342-73.3% |
| Participant deferral / active EE | $4,738 | $3,272+44.8% | $5,045-6.1% | $3,332+42.2% |
| Admin fee / account holder | $9,232 | $3,932+134.8% | $8,159+13.1% | $4,645+98.7% |