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 | $158,447 | $73,787+114.7% | $98,716+60.5% | $82,448+92.2% |
| Participation rate | 65.5% | 61.4%+4.1pp | 69.3%-3.8pp | 68.1%-2.6pp |
| Annual return | 13.88% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,806 | $1,511+19.5% | $2,279-20.8% | $2,551-29.2% |
| Participant deferral / active EE | $4,035 | $3,081+31.0% | $4,048-0.3% | $4,139-2.5% |
| Admin fee / account holder | $6,221 | $6,500-4.3% | $8,703-28.5% | $7,234-14.0% |