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 | $139,096 | $59,839+132.5% | $81,983+69.7% | $79,858+74.2% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.2%-6.7pp | 69.6%-7.1pp |
| Annual return | 17.55% | 17.56%0pp | 41.31%-23.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,404 | $1,713-18.1% | $2,498-43.8% | $2,471-43.2% |
| Participant deferral / active EE | $3,761 | $2,695+39.5% | $3,722+1.0% | $3,740+0.6% |
| Admin fee / account holder | $16,201 | $4,287+277.9% | $5,664+186.1% | $5,306+205.3% |