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 | $166,666 | $63,764+161.4% | $81,930+103.4% | $79,858+108.7% |
| Participation rate | 60.0% | 67.5%-7.5pp | 72.0%-12.0pp | 69.6%-9.6pp |
| Annual return | 19.29% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,243 | $1,795-30.8% | $4,310-71.2% | $2,471-49.7% |
| Participant deferral / active EE | $2,159 | $2,780-22.4% | $7,107-69.6% | $3,740-42.3% |
| Admin fee / account holder | $1,104 | $4,426-75.1% | $5,158-78.6% | $5,306-79.2% |