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 | $167,377 | $65,041+157.3% | $90,951+84.0% | $79,858+109.6% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.0%-1.4pp | 69.6%-2.0pp |
| Annual return | 18.01% | 30.45%-12.4pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $391 | $1,247-68.6% | $2,122-81.6% | $2,471-84.2% |
| Participant deferral / active EE | $3,329 | $2,512+32.5% | $3,373-1.3% | $3,740-11.0% |
| Admin fee / account holder | $11,856 | $4,536+161.4% | $5,959+99.0% | $5,306+123.4% |