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 | $159,374 | $110,261+44.5% | $95,745+66.5% | $139,434+14.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.42% | 27.11%-13.7pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,329 | $3,257-59.2% | $2,835-53.1% | $4,751-72.0% |
| Participant deferral / active EE | $2,853 | $4,676-39.0% | $4,245-32.8% | $6,710-57.5% |
| Admin fee / account holder | $1,101 | $6,613-83.4% | $5,678-80.6% | $11,403-90.3% |