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 | $233,419 | $81,248+187.3% | $155,509+50.1% | $80,856+188.7% |
| Participation rate | 62.2% | 66.2%-4.1pp | 78.2%-16.0pp | 67.6%-5.5pp |
| Annual return | 20.92% | 33.31%-12.4pp | 64.67%-43.8pp | 35.59%-14.7pp |
| Employer contribution / active EE | $5,994 | $3,100+93.3% | $4,672+28.3% | $2,755+117.6% |
| Participant deferral / active EE | $2,834 | $3,452-17.9% | $5,626-49.6% | $4,296-34.0% |
| Admin fee / account holder | $7,690 | $7,997-3.8% | $15,912-51.7% | $6,918+11.2% |