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 | $165,113 | $94,625+74.5% | $116,228+42.1% | $84,808+94.7% |
| Participation rate | 68.4% | 70.4%-2.0pp | 74.6%-6.1pp | 68.3%+0.1pp |
| Annual return | 14.00% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,834 | $2,347+20.8% | $2,994-5.4% | $2,631+7.7% |
| Participant deferral / active EE | $3,975 | $3,972+0.1% | $4,953-19.7% | $4,212-5.6% |
| Admin fee / account holder | $18,543 | $10,091+83.8% | $11,989+54.7% | $7,344+152.5% |