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 | $119,388 | $57,016+109.4% | $84,966+40.5% | $80,856+47.7% |
| Participation rate | 45.0% | 56.3%-11.3pp | 67.5%-22.5pp | 67.6%-22.6pp |
| Annual return | 13.17% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $540 | $1,798-70.0% | $2,727-80.2% | $2,755-80.4% |
| Participant deferral / active EE | $5,113 | $3,110+64.4% | $4,519+13.1% | $4,296+19.0% |
| Admin fee / account holder | $9,079 | $4,980+82.3% | $6,149+47.7% | $6,918+31.2% |