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 | $168,288 | $76,367+120.4% | $93,606+79.8% | $72,985+130.6% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 21.71% | 25.82%-4.1pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $496 | $2,275-78.2% | $2,718-81.8% | $2,440-79.7% |
| Participant deferral / active EE | $5,411 | $3,538+52.9% | $4,069+33.0% | $3,607+50.0% |
| Admin fee / account holder | $1,144 | $6,838-83.3% | $7,888-85.5% | $5,124-77.7% |