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 | $112,839 | $71,057+58.8% | $93,654+20.5% | $80,874+39.5% |
| Participation rate | 12.8% | 60.4%-47.6pp | 68.7%-55.9pp | 67.6%-54.8pp |
| Annual return | 19.56% | 11.26%+8.3pp | 133.34%-113.8pp | 35.62%-16.1pp |
| Employer contribution / active EE | $952 | $1,564-39.1% | $2,421-60.7% | $2,756-65.5% |
| Participant deferral / active EE | $2,814 | $4,034-30.2% | $4,413-36.2% | $4,297-34.5% |
| Admin fee / account holder | $371 | $6,944-94.7% | $8,282-95.5% | $6,935-94.7% |