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 | $160,866 | $101,724+58.1% | $164,813-2.4% | $80,856+99.0% |
| Participation rate | 48.2% | 71.8%-23.6pp | 78.6%-30.4pp | 67.6%-19.4pp |
| Annual return | 15.57% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,619 | $2,953-11.3% | $4,341-39.7% | $2,755-4.9% |
| Participant deferral / active EE | $5,660 | $4,477+26.4% | $6,031-6.2% | $4,296+31.7% |
| Admin fee / account holder | $18,761 | $8,227+128.0% | $12,690+47.8% | $6,918+171.2% |