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 | $153,599 | $93,571+64.2% | $135,903+13.0% | $75,163+104.4% |
| Participation rate | 63.4% | 75.2%-11.8pp | 81.9%-18.5pp | 67.2%-3.8pp |
| Annual return | 22.12% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $970 | $3,537-72.6% | $4,856-80.0% | $2,670-63.7% |
| Participant deferral / active EE | $8,169 | $6,404+27.6% | $7,758+5.3% | $4,125+98.0% |
| Admin fee / account holder | $3,634 | $6,975-47.9% | $10,762-66.2% | $5,651-35.7% |