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 | $158,297 | $88,370+79.1% | $112,977+40.1% | $79,858+98.2% |
| Participation rate | 50.0% | 76.8%-26.8pp | 82.6%-32.6pp | 69.6%-19.6pp |
| Annual return | 13.52% | 23.16%-9.6pp | 24.24%-10.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $907 | $3,398-73.3% | $4,255-78.7% | $2,471-63.3% |
| Participant deferral / active EE | $2,449 | $4,536-46.0% | $5,836-58.0% | $3,740-34.5% |
| Admin fee / account holder | $5,868 | $5,750+2.1% | $6,294-6.8% | $5,306+10.6% |