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 | $164,114 | $102,966+59.4% | $90,281+81.8% | $152,861+7.4% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 20.63% | 95.16%-74.5pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,468 | $3,139-53.2% | $2,854-48.6% | $4,762-69.2% |
| Participant deferral / active EE | $4,443 | $4,281+3.8% | $3,885+14.4% | $5,850-24.1% |
| Admin fee / account holder | $1,599 | $6,171-74.1% | $5,351-70.1% | $11,596-86.2% |