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 | $162,253 | $65,365+148.2% | $92,893+74.7% | $72,985+122.3% |
| Participation rate | 42.9% | 68.3%-25.5pp | 76.0%-33.1pp | 69.5%-26.6pp |
| Annual return | 20.19% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $738 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $2,188 | $3,128-30.1% | $4,236-48.3% | $3,607-39.3% |
| Admin fee / account holder | $1,039 | $4,251-75.6% | $5,794-82.1% | $5,124-79.7% |