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 8-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 | $137,535 | $74,927+83.6% | $101,794+35.1% | $84,808+62.2% |
| Participation rate | 68.3% | 61.4%+6.9pp | 69.2%-0.9pp | 68.3%0pp |
| Annual return | 17.22% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,642 | $1,522+205.0% | $2,289+102.8% | $2,631+76.4% |
| Participant deferral / active EE | $8,931 | $3,099+188.2% | $4,084+118.7% | $4,212+112.1% |
| Admin fee / account holder | $4,617 | $6,514-29.1% | $8,777-47.4% | $7,344-37.1% |