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 | $106,428 | $78,422+35.7% | $95,952+10.9% | $79,858+33.3% |
| Participation rate | 30.0% | 73.5%-43.5pp | 77.1%-47.1pp | 69.6%-39.6pp |
| Annual return | 11.80% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $845 | $1,945-56.6% | $2,541-66.8% | $2,471-65.8% |
| Participant deferral / active EE | $1,697 | $3,440-50.7% | $4,167-59.3% | $3,740-54.6% |
| Admin fee / account holder | $318 | $5,622-94.3% | $6,795-95.3% | $5,306-94.0% |