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 | $95,453+25.2% | $112,040+6.6% | $82,448+44.9% |
| Participation rate | 56.6% | 72.8%-16.2pp | 76.5%-19.9pp | 68.1%-11.5pp |
| Annual return | 19.01% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,851 | $2,318-20.1% | $2,954-37.3% | $2,551-27.4% |
| Participant deferral / active EE | $1,978 | $4,224-53.2% | $5,098-61.2% | $4,139-52.2% |
| Admin fee / account holder | $7,855 | $9,013-12.9% | $12,098-35.1% | $7,234+8.6% |