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 | $80,407 | $49,915+61.1% | $154,803-48.1% | $74,304+8.2% |
| Participation rate | 36.9% | 54.0%-17.1pp | 78.1%-41.2pp | 60.3%-23.5pp |
| Annual return | 18.81% | 34.06%-15.2pp | 58.88%-40.1pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,253 | $1,611-22.2% | $4,305-70.9% | $2,241-44.1% |
| Participant deferral / active EE | $2,817 | $2,255+24.9% | $5,540-49.2% | $3,767-25.2% |
| Admin fee / account holder | $2,518 | $2,189+15.0% | $14,329-82.4% | $2,969-15.2% |