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 | $172,119 | $91,538+88.0% | $129,995+32.4% | $75,163+129.0% |
| Participation rate | 68.3% | 71.4%-3.2pp | 78.5%-10.2pp | 67.2%+1.1pp |
| Annual return | 21.95% | -631.11%+653.1pp | -137.18%+159.1pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,433 | $2,845-14.5% | $4,320-43.7% | $2,670-8.9% |
| Participant deferral / active EE | $5,429 | $4,341+25.1% | $5,820-6.7% | $4,125+31.6% |
| Admin fee / account holder | $6,463 | $6,790-4.8% | $10,614-39.1% | $5,651+14.4% |