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 | $137,452 | $102,616+33.9% | $81,983+67.7% | $158,922-13.5% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.2%-39.2pp | 82.0%-52.0pp |
| Annual return | 7.21% | 61.04%-53.8pp | 41.31%-34.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $878 | $3,240-72.9% | $2,498-64.9% | $4,761-81.6% |
| Participant deferral / active EE | $2,514 | $4,648-45.9% | $3,722-32.5% | $5,982-58.0% |
| Admin fee / account holder | $5,656 | $8,235-31.3% | $5,664-0.1% | $11,246-49.7% |