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 | $122,042 | $58,264+109.5% | $86,612+40.9% | $71,457+70.8% |
| Participation rate | 69.4% | 65.0%+4.4pp | 71.7%-2.3pp | 67.9%+1.4pp |
| Annual return | 23.49% | 21.63%+1.9pp | 591.07%-567.6pp | 28.85%-5.4pp |
| Employer contribution / active EE | $2,532 | $2,574-1.6% | $3,022-16.2% | $2,588-2.2% |
| Participant deferral / active EE | $5,096 | $3,436+48.3% | $4,438+14.8% | $4,289+18.8% |
| Admin fee / account holder | $3,081 | $1,057+191.5% | $5,614-45.1% | $1,587+94.1% |