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 | $146,202 | $61,156+139.1% | $185,823-21.3% | $79,386+84.2% |
| Participation rate | 67.6% | 66.6%+1.0pp | 81.7%-14.1pp | 70.7%-3.1pp |
| Annual return | 12.73% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $5,165 | $2,321+122.6% | $5,167-0.1% | $2,427+112.8% |
| Participant deferral / active EE | $3,121 | $2,789+11.9% | $5,568-43.9% | $4,046-22.9% |
| Admin fee / account holder | $11,637 | $710+1540.0% | $16,237-28.3% | $626+1757.7% |