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 7-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 | $159,585 | $77,523+105.9% | $100,383+59.0% | $80,874+97.3% |
| Participation rate | 63.5% | 77.0%-13.5pp | 81.5%-18.0pp | 67.6%-4.2pp |
| Annual return | 14.57% | 37.21%-22.6pp | 49.26%-34.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,144 | $2,801-59.2% | $3,944-71.0% | $2,756-58.5% |
| Participant deferral / active EE | $8,506 | $6,822+24.7% | $8,086+5.2% | $4,297+98.0% |
| Admin fee / account holder | $2,775 | $5,899-53.0% | $7,900-64.9% | $6,935-60.0% |