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 | $213,833 | $78,672+171.8% | $109,143+95.9% | $85,850+149.1% |
| Participation rate | 58.1% | 68.3%-10.1pp | 75.9%-17.7pp | 69.3%-11.2pp |
| Annual return | 31.89% | 25.09%+6.8pp | 25.75%+6.1pp | 318.53%-286.6pp |
| Employer contribution / active EE | $2,809 | $2,735+2.7% | $3,722-24.5% | $2,565+9.5% |
| Participant deferral / active EE | $3,555 | $3,467+2.5% | $4,653-23.6% | $3,952-10.0% |
| Admin fee / account holder | $36,955 | $5,469+575.7% | $6,752+447.3% | $6,260+490.4% |