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 | $208,289 | $101,724+104.8% | $164,813+26.4% | $80,856+157.6% |
| Participation rate | 63.5% | 71.8%-8.4pp | 78.6%-15.1pp | 67.6%-4.2pp |
| Annual return | 13.15% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,929 | $2,953-34.7% | $4,341-55.6% | $2,755-30.0% |
| Participant deferral / active EE | $6,411 | $4,477+43.2% | $6,031+6.3% | $4,296+49.2% |
| Admin fee / account holder | $21,350 | $8,227+159.5% | $12,690+68.2% | $6,918+208.6% |