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 9-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 | $125,838 | $60,124+109.3% | $90,404+39.2% | $79,858+57.6% |
| Participation rate | 68.4% | 65.0%+3.4pp | 72.7%-4.3pp | 69.6%-1.2pp |
| Annual return | 13.69% | 71.94%-58.3pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $3,262-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $2,691 | $2,938-8.4% | $3,963-32.1% | $3,740-28.0% |
| Admin fee / account holder | $976 | $3,976-75.4% | $5,611-82.6% | $5,306-81.6% |