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 | $117,403 | $53,777+118.3% | $134,143-12.5% | $79,858+47.0% |
| Participation rate | 67.2% | 58.8%+8.5pp | 72.2%-4.9pp | 69.6%-2.4pp |
| Annual return | 13.06% | 19.01%-5.9pp | 36.33%-23.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,118 | $1,321-15.4% | $3,704-69.8% | $2,471-54.7% |
| Participant deferral / active EE | $3,038 | $2,420+25.5% | $3,499-13.2% | $3,740-18.8% |
| Admin fee / account holder | $11,996 | $3,984+201.1% | $6,684+79.5% | $5,306+126.1% |