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 | $88,999 | $181,894-51.1% | $156,549-43.1% | $273,961-67.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.20% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $10,482 | $6,248+67.8% | $5,501+90.5% | $4,869+115.3% |
| Participant deferral / active EE | $8,700 | $5,550+56.8% | $4,871+78.6% | $5,287+64.6% |
| Admin fee / account holder | $1,590 | $15,559-89.8% | $13,027-87.8% | $10,132-84.3% |