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 | $200,740 | $81,248+147.1% | $155,509+29.1% | $80,856+148.3% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 10.77% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,846 | $3,100-40.5% | $4,672-60.5% | $2,755-33.0% |
| Participant deferral / active EE | $2,346 | $3,452-32.0% | $5,626-58.3% | $4,296-45.4% |
| Admin fee / account holder | $15,284 | $7,997+91.1% | $15,912-3.9% | $6,918+120.9% |