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 | $140,309 | $95,453+47.0% | $112,040+25.2% | $82,448+70.2% |
| Participation rate | 46.9% | 72.8%-25.9pp | 76.5%-29.6pp | 68.1%-21.2pp |
| Annual return | 13.07% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,085 | $2,318-53.2% | $2,954-63.3% | $2,551-57.5% |
| Participant deferral / active EE | $2,288 | $4,224-45.8% | $5,098-55.1% | $4,139-44.7% |
| Admin fee / account holder | $13,319 | $9,013+47.8% | $12,098+10.1% | $7,234+84.1% |