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 6-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 | $125,880 | $49,915+152.2% | $154,803-18.7% | $74,304+69.4% |
| Participation rate | 36.5% | 54.0%-17.4pp | 78.1%-41.5pp | 60.3%-23.8pp |
| Annual return | 17.99% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $940 | $1,611-41.7% | $4,305-78.2% | $2,241-58.1% |
| Participant deferral / active EE | $1,639 | $2,255-27.3% | $5,540-70.4% | $3,767-56.5% |
| Admin fee / account holder | $2,085 | $2,189-4.7% | $14,329-85.4% | $2,969-29.8% |