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 | $129,220 | $65,365+97.7% | $92,893+39.1% | $72,985+77.1% |
| Participation rate | 46.3% | 68.3%-22.1pp | 76.0%-29.8pp | 69.5%-23.2pp |
| Annual return | 27.98% | 42.10%-14.1pp | 109.41%-81.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $615 | $2,594-76.3% | $3,653-83.2% | $2,440-74.8% |
| Participant deferral / active EE | $2,734 | $3,128-12.6% | $4,236-35.5% | $3,607-24.2% |
| Admin fee / account holder | $499 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |