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 | $117,688 | $81,460+44.5% | $103,333+13.9% | $80,856+45.6% |
| Participation rate | 34.4% | 66.8%-32.4pp | 74.5%-40.1pp | 67.6%-33.2pp |
| Annual return | 13.88% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $903 | $3,105-70.9% | $3,868-76.7% | $2,755-67.2% |
| Participant deferral / active EE | $2,557 | $3,869-33.9% | $5,057-49.4% | $4,296-40.5% |
| Admin fee / account holder | $786 | $6,566-88.0% | $8,355-90.6% | $6,918-88.6% |