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 | $104,043 | $73,933+40.7% | $96,683+7.6% | $75,163+38.4% |
| Participation rate | 41.2% | 66.4%-25.2pp | 74.3%-33.2pp | 67.2%-26.0pp |
| Annual return | 14.41% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,704 | $2,928+26.5% | $3,737-0.9% | $2,670+38.7% |
| Participant deferral / active EE | $2,677 | $3,659-26.8% | $4,878-45.1% | $4,125-35.1% |
| Admin fee / account holder | $3,896 | $5,216-25.3% | $6,730-42.1% | $5,651-31.1% |