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 | $129,343 | $93,571+38.2% | $135,903-4.8% | $75,163+72.1% |
| Participation rate | 39.0% | 75.2%-36.2pp | 81.9%-42.9pp | 67.2%-28.2pp |
| Annual return | 21.36% | 30.90%-9.5pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,614 | $3,537-54.4% | $4,856-66.8% | $2,670-39.5% |
| Participant deferral / active EE | $2,899 | $6,404-54.7% | $7,758-62.6% | $4,125-29.7% |
| Admin fee / account holder | $1,099 | $6,975-84.2% | $10,762-89.8% | $5,651-80.5% |