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 | $193,177 | $68,547+181.8% | $120,354+60.5% | $80,856+138.9% |
| Participation rate | 65.9% | 61.6%+4.3pp | 71.9%-6.0pp | 67.6%-1.8pp |
| Annual return | 13.65% | 23.60%-9.9pp | 107.15%-93.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,473 | $2,051+20.6% | $3,463-28.6% | $2,755-10.2% |
| Participant deferral / active EE | $4,198 | $3,173+32.3% | $4,991-15.9% | $4,296-2.3% |
| Admin fee / account holder | $6,903 | $5,732+20.4% | $9,423-26.7% | $6,918-0.2% |