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 | $191,913 | $60,022+219.7% | $88,946+115.8% | $84,808+126.3% |
| Participation rate | 67.9% | 57.8%+10.0pp | 68.8%-1.0pp | 68.3%-0.5pp |
| Annual return | 14.01% | 22.43%-8.4pp | 57.82%-43.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,937 | $1,703+13.7% | $2,555-24.2% | $2,631-26.4% |
| Participant deferral / active EE | $4,780 | $3,114+53.5% | $4,581+4.3% | $4,212+13.5% |
| Admin fee / account holder | $7,148 | $4,811+48.6% | $8,261-13.5% | $7,344-2.7% |