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 | $116,263 | $57,016+103.9% | $84,966+36.8% | $80,856+43.8% |
| Participation rate | 66.7% | 56.3%+10.3pp | 67.5%-0.8pp | 67.6%-1.0pp |
| Annual return | 13.20% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,639 | $1,798+46.8% | $2,727-3.2% | $2,755-4.2% |
| Participant deferral / active EE | $4,536 | $3,110+45.9% | $4,519+0.4% | $4,296+5.6% |
| Admin fee / account holder | $23,649 | $4,980+374.8% | $6,149+284.6% | $6,918+241.9% |