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 | $137,353 | $84,556+62.4% | $116,228+18.2% | $74,304+84.9% |
| Participation rate | 37.6% | 66.0%-28.4pp | 74.6%-36.9pp | 60.3%-22.7pp |
| Annual return | 20.32% | 18.35%+2.0pp | 90.06%-69.7pp | 29.43%-9.1pp |
| Employer contribution / active EE | $685 | $2,168-68.4% | $2,994-77.1% | $2,241-69.4% |
| Participant deferral / active EE | $2,739 | $3,814-28.2% | $4,953-44.7% | $3,767-27.3% |
| Admin fee / account holder | $9,083 | $3,792+139.5% | $11,989-24.2% | $2,969+205.9% |