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 | $119,243 | $65,041+83.3% | $90,951+31.1% | $79,858+49.3% |
| Participation rate | 25.5% | 61.6%-36.1pp | 69.0%-43.5pp | 69.6%-44.1pp |
| Annual return | 14.55% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,249 | $1,247+0.2% | $2,122-41.1% | $2,471-49.4% |
| Participant deferral / active EE | $2,826 | $2,512+12.5% | $3,373-16.2% | $3,740-24.4% |
| Admin fee / account holder | $4,937 | $4,536+8.8% | $5,959-17.1% | $5,306-7.0% |