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 | $185,912 | $91,552+103.1% | $133,956+38.8% | $79,858+132.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 23.49% | 61.85%-38.4pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,696 | $2,384+13.1% | $3,919-31.2% | $2,471+9.1% |
| Participant deferral / active EE | $6,185 | $3,733+65.7% | $5,048+22.5% | $3,740+65.4% |
| Admin fee / account holder | $1,125 | $6,321-82.2% | $8,927-87.4% | $5,306-78.8% |