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 | $136,245 | $66,098+106.1% | $101,794+33.8% | $74,304+83.4% |
| Participation rate | 67.8% | 53.8%+14.0pp | 69.2%-1.4pp | 60.3%+7.4pp |
| Annual return | 17.21% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,144 | $1,082+5.7% | $2,289-50.0% | $2,241-49.0% |
| Participant deferral / active EE | $4,335 | $2,781+55.9% | $4,084+6.2% | $3,767+15.1% |
| Admin fee / account holder | $11,498 | $4,146+177.3% | $8,777+31.0% | $2,969+287.3% |