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 | $123,610 | $74,927+65.0% | $101,794+21.4% | $84,808+45.8% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.2%-17.7pp | 68.3%-16.8pp |
| Annual return | 15.62% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $363 | $1,522-76.2% | $2,289-84.1% | $2,631-86.2% |
| Participant deferral / active EE | $2,178 | $3,099-29.7% | $4,084-46.7% | $4,212-48.3% |
| Admin fee / account holder | $1,290 | $6,514-80.2% | $8,777-85.3% | $7,344-82.4% |