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 | $131,130 | $73,933+77.4% | $96,683+35.6% | $75,163+74.5% |
| Participation rate | 58.2% | 66.4%-8.3pp | 74.3%-16.2pp | 67.2%-9.0pp |
| Annual return | 18.99% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,380 | $2,928-52.9% | $3,737-63.1% | $2,670-48.3% |
| Participant deferral / active EE | $4,620 | $3,659+26.3% | $4,878-5.3% | $4,125+12.0% |
| Admin fee / account holder | $5,596 | $5,216+7.3% | $6,730-16.8% | $5,651-1.0% |