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 | $198,583 | $109,881+80.7% | $150,045+32.3% | $84,808+134.2% |
| Participation rate | 61.0% | 76.1%-15.1pp | 82.3%-21.3pp | 68.3%-7.3pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,284 | $3,561-63.9% | $4,693-72.6% | $2,631-51.2% |
| Participant deferral / active EE | $11,097 | $6,636+67.2% | $7,997+38.8% | $4,212+163.5% |
| Admin fee / account holder | $12,689 | $8,568+48.1% | $13,435-5.6% | $7,344+72.8% |