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 | $146,683 | $117,983+24.3% | $101,794+44.1% | $142,382+3.0% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.2%-40.6pp | 80.1%-51.5pp |
| Annual return | 20.33% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $821 | $2,773-70.4% | $2,289-64.1% | $4,299-80.9% |
| Participant deferral / active EE | $2,150 | $4,714-54.4% | $4,084-47.4% | $6,507-67.0% |
| Admin fee / account holder | $4,134 | $10,433-60.4% | $8,777-52.9% | $12,624-67.2% |