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 | $113,811 | $88,042+29.3% | $138,135-17.6% | $79,858+42.5% |
| Participation rate | 41.0% | 71.4%-30.4pp | 78.7%-37.7pp | 69.6%-28.6pp |
| Annual return | 12.52% | 20.58%-8.1pp | 20.51%-8.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,090 | $3,103-64.9% | $5,587-80.5% | $2,471-55.9% |
| Participant deferral / active EE | $2,292 | $4,704-51.3% | $6,431-64.4% | $3,740-38.7% |
| Admin fee / account holder | $20,394 | $7,791+161.7% | $11,856+72.0% | $5,306+284.3% |