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 | $74,743 | $48,076+55.5% | $78,689-5.0% | $62,891+18.8% |
| Participation rate | 67.7% | 65.2%+2.5pp | 73.6%-5.8pp | 69.3%-1.6pp |
| Annual return | 7.52% | 31.35%-23.8pp | 62.18%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,752 | $2,015+36.6% | $2,851-3.5% | $2,281+20.6% |
| Participant deferral / active EE | $3,172 | $2,588+22.6% | $3,517-9.8% | $3,203-1.0% |
| Admin fee / account holder | $4,577 | $3,207+42.7% | $4,510+1.5% | $4,296+6.6% |