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 | $120,289 | $81,460+47.7% | $103,333+16.4% | $80,856+48.8% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.5pp | 67.6%-13.6pp |
| Annual return | 15.99% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,089 | $3,105-32.7% | $3,868-46.0% | $2,755-24.2% |
| Participant deferral / active EE | $3,954 | $3,869+2.2% | $5,057-21.8% | $4,296-8.0% |
| Admin fee / account holder | $3,612 | $6,566-45.0% | $8,355-56.8% | $6,918-47.8% |