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 | $82,814 | $49,915+65.9% | $154,803-46.5% | $74,304+11.5% |
| Participation rate | 49.7% | 54.0%-4.2pp | 78.1%-28.4pp | 60.3%-10.6pp |
| Annual return | 63.76% | 34.06%+29.7pp | 58.88%+4.9pp | 29.43%+34.3pp |
| Employer contribution / active EE | $691 | $1,611-57.1% | $4,305-83.9% | $2,241-69.1% |
| Participant deferral / active EE | $2,414 | $2,255+7.1% | $5,540-56.4% | $3,767-35.9% |
| Admin fee / account holder | $5,264 | $2,189+140.5% | $14,329-63.3% | $2,969+77.3% |