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 | $135,547 | $72,277+87.5% | $101,248+33.9% | $79,858+69.7% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 23.17% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $4,539 | $2,692+68.6% | $3,660+24.0% | $2,471+83.7% |
| Participant deferral / active EE | $4,690 | $3,282+42.9% | $4,370+7.3% | $3,740+25.4% |
| Admin fee / account holder | $3,660 | $4,400-16.8% | $5,945-38.4% | $5,306-31.0% |