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 | $127,764 | $89,753+42.4% | $107,525+18.8% | $84,808+50.7% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 24.15% | 29.48%-5.3pp | 181.32%-157.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $984 | $3,113-68.4% | $3,754-73.8% | $2,631-62.6% |
| Participant deferral / active EE | $3,469 | $4,056-14.5% | $5,116-32.2% | $4,212-17.6% |
| Admin fee / account holder | $4,686 | $7,222-35.1% | $8,919-47.5% | $7,344-36.2% |