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 | $105,364 | $46,553+126.3% | $64,056+64.5% | $75,163+40.2% |
| Participation rate | 63.0% | 65.9%-2.9pp | 72.3%-9.3pp | 67.2%-4.2pp |
| Annual return | 17.30% | 26.03%-8.7pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $606 | $1,974-69.3% | $2,747-77.9% | $2,670-77.3% |
| Participant deferral / active EE | $5,992 | $2,837+111.2% | $3,880+54.4% | $4,125+45.2% |
| Admin fee / account holder | $14,867 | $2,952+403.6% | $3,068+384.6% | $5,651+163.1% |