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 | $132,585 | $80,968+63.7% | $96,544+37.3% | $75,163+76.4% |
| Participation rate | 68.1% | 71.8%-3.7pp | 76.0%-7.9pp | 67.2%+0.9pp |
| Annual return | 18.81% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,183 | $2,282-48.2% | $2,965-60.1% | $2,670-55.7% |
| Participant deferral / active EE | $4,309 | $3,928+9.7% | $4,851-11.2% | $4,125+4.5% |
| Admin fee / account holder | $10,289 | $6,724+53.0% | $8,252+24.7% | $5,651+82.1% |