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 | $139,342 | $69,362+100.9% | $101,248+37.6% | $73,488+89.6% |
| Participation rate | 44.1% | 68.4%-24.2pp | 75.8%-31.7pp | 70.7%-26.5pp |
| Annual return | 20.02% | 18.46%+1.6pp | 46.47%-26.5pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,870 | $2,628-28.9% | $3,660-48.9% | $2,270-17.6% |
| Participant deferral / active EE | $4,986 | $3,300+51.1% | $4,370+14.1% | $3,740+33.3% |
| Admin fee / account holder | $11,201 | $704+1492.0% | $5,945+88.4% | $513+2083.1% |