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 | $171,107 | $63,703+168.6% | $93,063+83.9% | $82,448+107.5% |
| Participation rate | 67.9% | 63.8%+4.1pp | 72.1%-4.2pp | 68.1%-0.2pp |
| Annual return | 16.76% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,453 | $1,729+41.9% | $2,476-0.9% | $2,551-3.9% |
| Participant deferral / active EE | $5,385 | $2,919+84.5% | $3,958+36.0% | $4,139+30.1% |
| Admin fee / account holder | $8,958 | $5,982+49.7% | $6,033+48.5% | $7,234+23.8% |