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 | $109,424 | $65,365+67.4% | $92,893+17.8% | $72,985+49.9% |
| Participation rate | 58.8% | 68.3%-9.5pp | 76.0%-17.2pp | 69.5%-10.7pp |
| Annual return | 20.01% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,342 | $2,594-48.3% | $3,653-63.3% | $2,440-45.0% |
| Participant deferral / active EE | $7,421 | $3,128+137.2% | $4,236+75.2% | $3,607+105.7% |
| Admin fee / account holder | $13,805 | $4,251+224.7% | $5,794+138.3% | $5,124+169.4% |