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 | $162,503 | $108,825+49.3% | $156,181+4.0% | $82,448+97.1% |
| Participation rate | 65.6% | 72.4%-6.7pp | 78.8%-13.2pp | 68.1%-2.4pp |
| Annual return | 17.72% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,222 | $2,870-22.6% | $4,294-48.3% | $2,551-12.9% |
| Participant deferral / active EE | $5,819 | $4,577+27.1% | $6,132-5.1% | $4,139+40.6% |
| Admin fee / account holder | $2,222 | $9,341-76.2% | $14,586-84.8% | $7,234-69.3% |