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 | $106,671 | $65,561+62.7% | $91,541+16.5% | $74,304+43.6% |
| Participation rate | 46.0% | 56.6%-10.6pp | 69.8%-23.8pp | 60.3%-14.3pp |
| Annual return | 15.23% | 17.68%-2.5pp | 20.50%-5.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,160 | $1,717-32.4% | $2,505-53.7% | $2,241-48.2% |
| Participant deferral / active EE | $3,020 | $2,918+3.5% | $4,008-24.7% | $3,767-19.8% |
| Admin fee / account holder | $12,455 | $3,333+273.7% | $6,956+79.0% | $2,969+319.5% |