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 | $114,642 | $87,013+31.8% | $106,213+7.9% | $80,856+41.8% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.3%-22.1pp | 67.6%-14.4pp |
| Annual return | 12.38% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,734 | $2,395+14.2% | $3,171-13.8% | $2,755-0.8% |
| Participant deferral / active EE | $3,711 | $3,986-6.9% | $5,016-26.0% | $4,296-13.6% |
| Admin fee / account holder | $3,012 | $8,431-64.3% | $11,033-72.7% | $6,918-56.5% |