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 6-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 | $180,495 | $96,484+87.1% | $156,263+15.5% | $74,304+142.9% |
| Participation rate | 51.8% | 67.7%-15.9pp | 78.9%-27.1pp | 60.3%-8.6pp |
| Annual return | 19.84% | 17.73%+2.1pp | 59.47%-39.6pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,902 | $2,528+14.8% | $4,333-33.0% | $2,241+29.5% |
| Participant deferral / active EE | $6,743 | $4,286+57.3% | $6,158+9.5% | $3,767+79.0% |
| Admin fee / account holder | $6,376 | $3,728+71.0% | $14,255-55.3% | $2,969+114.8% |