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 | $149,063 | $51,315+190.5% | $95,745+55.7% | $71,457+108.6% |
| Participation rate | 66.7% | 63.0%+3.6pp | 72.3%-5.6pp | 67.9%-1.3pp |
| Annual return | 20.68% | 25.26%-4.6pp | 28.35%-7.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,040 | $1,819+12.2% | $2,835-28.0% | $2,588-21.1% |
| Participant deferral / active EE | $6,447 | $3,358+92.0% | $4,245+51.9% | $4,289+50.3% |
| Admin fee / account holder | $440 | $1,137-61.3% | $5,678-92.2% | $1,587-72.3% |