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 | $75,289 | $48,076+56.6% | $78,689-4.3% | $62,891+19.7% |
| Participation rate | 28.6% | 65.2%-36.6pp | 73.6%-45.0pp | 69.3%-40.7pp |
| Annual return | 5.52% | 31.35%-25.8pp | 62.18%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $679 | $2,015-66.3% | $2,851-76.2% | $2,281-70.2% |
| Participant deferral / active EE | $1,986 | $2,588-23.3% | $3,517-43.5% | $3,203-38.0% |
| Admin fee / account holder | $4,137 | $3,207+29.0% | $4,510-8.3% | $4,296-3.7% |