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 | $212,163 | $81,460+160.5% | $103,333+105.3% | $80,856+162.4% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.6%-13.1pp |
| Annual return | 15.91% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,692 | $3,105-45.5% | $3,868-56.3% | $2,755-38.6% |
| Participant deferral / active EE | $3,213 | $3,869-16.9% | $5,057-36.5% | $4,296-25.2% |
| Admin fee / account holder | $2,156 | $6,566-67.2% | $8,355-74.2% | $6,918-68.8% |