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 | $108,377 | $56,053+93.3% | $75,972+42.7% | $80,856+34.0% |
| Participation rate | 56.0% | 62.0%-6.0pp | 69.1%-13.1pp | 67.6%-11.6pp |
| Annual return | 13.73% | 20.53%-6.8pp | 359.55%-345.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $851 | $1,874-54.6% | $2,685-68.3% | $2,755-69.1% |
| Participant deferral / active EE | $3,797 | $3,052+24.4% | $4,255-10.8% | $4,296-11.6% |
| Admin fee / account holder | $10,984 | $5,234+109.9% | $6,467+69.9% | $6,918+58.8% |