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 | $141,022 | $57,354+145.9% | $83,848+68.2% | $64,186+119.7% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | 11.81% | 11.38%+0.4pp | 850.88%-839.1pp | 7.63%+4.2pp |
| Employer contribution / active EE | $656 | $2,545-74.2% | $3,631-81.9% | $2,381-72.4% |
| Participant deferral / active EE | $1,564 | $2,993-47.7% | $4,082-61.7% | $3,470-54.9% |
| Admin fee / account holder | $6,444 | $4,046+59.3% | $5,478+17.6% | $4,888+31.8% |