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 | $228,491 | $95,803+138.5% | $113,168+101.9% | $84,808+169.4% |
| Participation rate | 68.2% | 72.9%-4.7pp | 76.6%-8.4pp | 68.3%-0.1pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $888 | $2,360-62.4% | $2,975-70.2% | $2,631-66.2% |
| Participant deferral / active EE | $4,804 | $4,242+13.2% | $5,107-5.9% | $4,212+14.1% |
| Admin fee / account holder | $7,660 | $8,989-14.8% | $12,068-36.5% | $7,344+4.3% |