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 | $147,456 | $51,638+185.6% | $68,368+115.7% | $82,448+78.8% |
| Participation rate | 47.0% | 63.6%-16.6pp | 73.8%-26.8pp | 68.1%-21.1pp |
| Annual return | 15.82% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $707 | $2,047-65.4% | $2,649-73.3% | $2,551-72.3% |
| Participant deferral / active EE | $3,515 | $2,914+20.7% | $4,123-14.7% | $4,139-15.1% |
| Admin fee / account holder | $6,728 | $4,643+44.9% | $5,150+30.6% | $7,234-7.0% |