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 | $131,836 | $96,484+36.6% | $156,263-15.6% | $74,304+77.4% |
| Participation rate | 45.6% | 67.7%-22.1pp | 78.9%-33.3pp | 60.3%-14.7pp |
| Annual return | 16.62% | 17.73%-1.1pp | 59.47%-42.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,549 | $2,528-38.7% | $4,333-64.2% | $2,241-30.9% |
| Participant deferral / active EE | $3,096 | $4,286-27.8% | $6,158-49.7% | $3,767-17.8% |
| Admin fee / account holder | $8,396 | $3,728+125.2% | $14,255-41.1% | $2,969+182.8% |