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 | $192,479 | $74,927+156.9% | $101,794+89.1% | $84,808+127.0% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.2%-33.9pp | 68.3%-33.0pp |
| Annual return | 17.55% | 18.70%-1.1pp | 30.53%-13.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $744 | $1,522-51.1% | $2,289-67.5% | $2,631-71.7% |
| Participant deferral / active EE | $2,604 | $3,099-16.0% | $4,084-36.2% | $4,212-38.2% |
| Admin fee / account holder | $77,537 | $6,514+1090.3% | $8,777+783.4% | $7,344+955.8% |