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 | $111,490 | $74,927+48.8% | $101,794+9.5% | $84,808+31.5% |
| Participation rate | 55.1% | 61.4%-6.3pp | 69.2%-14.1pp | 68.3%-13.2pp |
| Annual return | 17.07% | 18.70%-1.6pp | 30.53%-13.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $926 | $1,522-39.1% | $2,289-59.5% | $2,631-64.8% |
| Participant deferral / active EE | $2,618 | $3,099-15.5% | $4,084-35.9% | $4,212-37.8% |
| Admin fee / account holder | $3,003 | $6,514-53.9% | $8,777-65.8% | $7,344-59.1% |