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 | $153,463 | $71,050+116.0% | $93,606+63.9% | $80,856+89.8% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.6%-29.2pp |
| Annual return | 16.70% | 11.26%+5.4pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,245 | $1,564-20.4% | $2,420-48.6% | $2,755-54.8% |
| Participant deferral / active EE | $3,247 | $4,034-19.5% | $4,411-26.4% | $4,296-24.4% |
| Admin fee / account holder | $3,705 | $6,945-46.6% | $8,285-55.3% | $6,918-46.4% |