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 | $130,060 | $76,407+70.2% | $150,298-13.5% | $82,448+57.7% |
| Participation rate | 40.5% | 66.4%-25.9pp | 77.8%-37.3pp | 68.1%-27.6pp |
| Annual return | 14.25% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,492 | $2,614-42.9% | $4,154-64.1% | $2,551-41.5% |
| Participant deferral / active EE | $6,358 | $3,214+97.8% | $5,453+16.6% | $4,139+53.6% |
| Admin fee / account holder | $5,835 | $6,352-8.1% | $14,116-58.7% | $7,234-19.3% |