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 | $207,280 | $56,053+269.8% | $75,972+172.8% | $80,856+156.4% |
| Participation rate | 69.0% | 62.0%+7.0pp | 69.1%0pp | 67.6%+1.4pp |
| Annual return | 13.84% | 20.53%-6.7pp | 359.55%-345.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,675 | $1,874-10.6% | $2,685-37.6% | $2,755-39.2% |
| Participant deferral / active EE | $8,976 | $3,052+194.1% | $4,255+110.9% | $4,296+108.9% |
| Admin fee / account holder | $13,602 | $5,234+159.9% | $6,467+110.3% | $6,918+96.6% |