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 | $109,208 | $181,894-40.0% | $156,549-30.2% | $273,961-60.1% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,824 | $6,248-54.8% | $5,501-48.7% | $4,869-42.0% |
| Participant deferral / active EE | $6,081 | $5,550+9.6% | $4,871+24.8% | $5,287+15.0% |
| Admin fee / account holder | $1,990 | $15,559-87.2% | $13,027-84.7% | $10,132-80.4% |