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 | $121,471 | $58,627+107.2% | $76,735+58.3% | $82,448+47.3% |
| Participation rate | 60.4% | 63.2%-2.8pp | 69.5%-9.1pp | 68.1%-7.7pp |
| Annual return | 14.69% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,596 | $1,729+50.2% | $2,454+5.8% | $2,551+1.8% |
| Participant deferral / active EE | $7,569 | $3,134+141.5% | $4,088+85.2% | $4,139+82.9% |
| Admin fee / account holder | $19,135 | $5,323+259.5% | $7,189+166.2% | $7,234+164.5% |