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 | $173,551 | $101,724+70.6% | $164,813+5.3% | $80,856+114.6% |
| Participation rate | 58.5% | 71.8%-13.4pp | 78.6%-20.1pp | 67.6%-9.2pp |
| Annual return | 13.56% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,008 | $2,953-32.0% | $4,341-53.7% | $2,755-27.1% |
| Participant deferral / active EE | $3,498 | $4,477-21.9% | $6,031-42.0% | $4,296-18.6% |
| Admin fee / account holder | $2,052 | $8,227-75.1% | $12,690-83.8% | $6,918-70.3% |