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 | $109,962 | $94,625+16.2% | $116,228-5.4% | $84,808+29.7% |
| Participation rate | 44.9% | 70.4%-25.5pp | 74.6%-29.6pp | 68.3%-23.4pp |
| Annual return | 12.88% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,827 | $2,347-22.1% | $2,994-39.0% | $2,631-30.5% |
| Participant deferral / active EE | $2,464 | $3,972-38.0% | $4,953-50.3% | $4,212-41.5% |
| Admin fee / account holder | $14,830 | $10,091+47.0% | $11,989+23.7% | $7,344+101.9% |