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 | $133,517 | $65,041+105.3% | $90,951+46.8% | $79,858+67.2% |
| Participation rate | 65.9% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 20.86% | 30.45%-9.6pp | 134.60%-113.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,503 | $1,247+100.7% | $2,122+18.0% | $2,471+1.3% |
| Participant deferral / active EE | $4,287 | $2,512+70.7% | $3,373+27.1% | $3,740+14.6% |
| Admin fee / account holder | $5,324 | $4,536+17.4% | $5,959-10.7% | $5,306+0.3% |