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 | $158,916 | $78,926+101.3% | $136,749+16.2% | $84,808+87.4% |
| Participation rate | 52.0% | 62.2%-10.2pp | 72.1%-20.1pp | 68.3%-16.3pp |
| Annual return | 16.49% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,199 | $2,134+3.1% | $3,400-35.3% | $2,631-16.4% |
| Participant deferral / active EE | $3,952 | $3,168+24.7% | $4,692-15.8% | $4,212-6.2% |
| Admin fee / account holder | $18,778 | $6,369+194.8% | $11,386+64.9% | $7,344+155.7% |