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 | $147,973 | $86,929+70.2% | $102,423+44.5% | $80,856+83.0% |
| Participation rate | 61.2% | 72.4%-11.2pp | 76.5%-15.3pp | 67.6%-6.5pp |
| Annual return | 12.35% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,975 | $2,369-16.6% | $3,023-34.7% | $2,755-28.3% |
| Participant deferral / active EE | $4,032 | $4,118-2.1% | $5,053-20.2% | $4,296-6.1% |
| Admin fee / account holder | $9,792 | $8,049+21.7% | $9,451+3.6% | $6,918+41.5% |