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 | $123,887 | $80,968+53.0% | $96,544+28.3% | $75,163+64.8% |
| Participation rate | 63.3% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.9pp |
| Annual return | 13.37% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,388 | $2,282+4.7% | $2,965-19.4% | $2,670-10.5% |
| Participant deferral / active EE | $4,783 | $3,928+21.8% | $4,851-1.4% | $4,125+15.9% |
| Admin fee / account holder | $41,464 | $6,724+516.6% | $8,252+402.5% | $5,651+633.8% |