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 | $189,080 | $79,449+138.0% | $189,557-0.3% | $85,850+120.2% |
| Participation rate | 67.0% | 66.0%+1.0pp | 78.4%-11.4pp | 69.3%-2.3pp |
| Annual return | 15.32% | 18.45%-3.1pp | 64.17%-48.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,446 | $2,081-30.5% | $4,412-67.2% | $2,565-43.6% |
| Participant deferral / active EE | $9,582 | $4,051+136.5% | $6,174+55.2% | $3,952+142.5% |
| Admin fee / account holder | $4,838 | $5,377-10.0% | $9,807-50.7% | $6,260-22.7% |