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 | $119,483 | $95,803+24.7% | $113,168+5.6% | $84,808+40.9% |
| Participation rate | 56.6% | 72.9%-16.3pp | 76.6%-20.0pp | 68.3%-11.7pp |
| Annual return | 19.01% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,851 | $2,360-21.6% | $2,975-37.8% | $2,631-29.6% |
| Participant deferral / active EE | $1,978 | $4,242-53.4% | $5,107-61.3% | $4,212-53.0% |
| Admin fee / account holder | $7,855 | $8,989-12.6% | $12,068-34.9% | $7,344+7.0% |