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 | $143,511 | $78,926+81.8% | $136,749+4.9% | $84,808+69.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 14.54% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,317 | $2,134+8.6% | $3,400-31.8% | $2,631-11.9% |
| Participant deferral / active EE | $3,386 | $3,168+6.9% | $4,692-27.8% | $4,212-19.6% |
| Admin fee / account holder | $1,806 | $6,369-71.6% | $11,386-84.1% | $7,344-75.4% |