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 | $205,860 | $77,813+164.6% | $123,544+66.6% | $64,186+220.7% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -3.64% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $6,131 | $3,014+103.4% | $4,628+32.5% | $2,381+157.5% |
| Participant deferral / active EE | $5,223 | $5,240-0.3% | $6,426-18.7% | $3,470+50.5% |
| Admin fee / account holder | $9,399 | $5,519+70.3% | $9,284+1.2% | $4,888+92.3% |