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 8-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 | $233,991 | $74,927+212.3% | $101,794+129.9% | $84,808+175.9% |
| Participation rate | 22.9% | 61.4%-38.5pp | 69.2%-46.3pp | 68.3%-45.4pp |
| Annual return | 15.12% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $686 | $1,522-54.9% | $2,289-70.0% | $2,631-73.9% |
| Participant deferral / active EE | $1,652 | $3,099-46.7% | $4,084-59.6% | $4,212-60.8% |
| Admin fee / account holder | $4,137 | $6,514-36.5% | $8,777-52.9% | $7,344-43.7% |