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 6-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 | $185,891 | $95,453+94.7% | $112,040+65.9% | $82,448+125.5% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.5%-7.0pp | 68.1%+1.4pp |
| Annual return | 13.03% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,758 | $2,318+62.1% | $2,954+27.2% | $2,551+47.3% |
| Participant deferral / active EE | $6,024 | $4,224+42.6% | $5,098+18.2% | $4,139+45.5% |
| Admin fee / account holder | $8,664 | $9,013-3.9% | $12,098-28.4% | $7,234+19.8% |