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 | $194,384 | $109,413+77.7% | $156,263+24.4% | $84,808+129.2% |
| Participation rate | 69.4% | 72.7%-3.2pp | 78.9%-9.5pp | 68.3%+1.1pp |
| Annual return | 13.66% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $828 | $2,907-71.5% | $4,333-80.9% | $2,631-68.5% |
| Participant deferral / active EE | $11,945 | $4,590+160.3% | $6,158+94.0% | $4,212+183.6% |
| Admin fee / account holder | $8,411 | $9,357-10.1% | $14,255-41.0% | $7,344+14.5% |