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 | $120,082 | $76,367+57.2% | $93,606+28.3% | $72,985+64.5% |
| Participation rate | 52.6% | 71.7%-19.1pp | 75.8%-23.2pp | 69.5%-16.9pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $856 | $2,275-62.4% | $2,718-68.5% | $2,440-64.9% |
| Participant deferral / active EE | $1,375 | $3,538-61.1% | $4,069-66.2% | $3,607-61.9% |
| Admin fee / account holder | $43,227 | $6,838+532.1% | $7,888+448.0% | $5,124+743.6% |