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 | $181,717 | $106,515+70.6% | $96,683+88.0% | $139,434+30.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 17.93% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,303 | $4,103-68.2% | $3,737-65.1% | $4,751-72.6% |
| Participant deferral / active EE | $6,541 | $5,454+19.9% | $4,878+34.1% | $6,710-2.5% |
| Admin fee / account holder | $1,142 | $7,877-85.5% | $6,730-83.0% | $11,403-90.0% |