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 9-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 | $150,987 | $86,929+73.7% | $102,423+47.4% | $80,856+86.7% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.6%+0.8pp |
| Annual return | 12.84% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,407 | $2,369-40.6% | $3,023-53.4% | $2,755-48.9% |
| Participant deferral / active EE | $4,614 | $4,118+12.0% | $5,053-8.7% | $4,296+7.4% |
| Admin fee / account holder | $3,076 | $8,049-61.8% | $9,451-67.4% | $6,918-55.5% |