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 | $151,884 | $71,050+113.8% | $93,606+62.3% | $80,856+87.8% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.8pp | 67.6%-4.7pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,086 | $1,564+33.4% | $2,420-13.8% | $2,755-24.3% |
| Participant deferral / active EE | $5,903 | $4,034+46.3% | $4,411+33.8% | $4,296+37.4% |
| Admin fee / account holder | $11,519 | $6,945+65.9% | $8,285+39.0% | $6,918+66.5% |