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 7-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 | $108,003 | $71,050+52.0% | $93,606+15.4% | $80,856+33.6% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.6%-29.2pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $491 | $1,564-68.6% | $2,420-79.7% | $2,755-82.2% |
| Participant deferral / active EE | $2,924 | $4,034-27.5% | $4,411-33.7% | $4,296-31.9% |
| Admin fee / account holder | $9,228 | $6,945+32.9% | $8,285+11.4% | $6,918+33.4% |