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 8-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 | $185,037 | $112,881+63.9% | $90,951+103.4% | $158,922+16.4% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 11.76% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $641 | $2,893-77.8% | $2,122-69.8% | $4,761-86.5% |
| Participant deferral / active EE | $2,467 | $4,128-40.2% | $3,373-26.9% | $5,982-58.8% |
| Admin fee / account holder | $24,043 | $8,041+199.0% | $5,959+303.5% | $11,246+113.8% |