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 | $215,662 | $109,881+96.3% | $150,045+43.7% | $84,808+154.3% |
| Participation rate | 58.3% | 76.1%-17.8pp | 82.3%-24.0pp | 68.3%-10.0pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,527 | $3,561+55.2% | $4,693+17.8% | $2,631+110.1% |
| Participant deferral / active EE | $4,260 | $6,636-35.8% | $7,997-46.7% | $4,212+1.1% |
| Admin fee / account holder | $4,711 | $8,568-45.0% | $13,435-64.9% | $7,344-35.9% |