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 | $112,251 | $91,037+23.3% | $71,671+56.6% | $147,584-23.9% |
| Participation rate | 42.9% | 76.1%-33.3pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 11.80% | 20.48%-8.7pp | 20.65%-8.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $835 | $3,327-74.9% | $2,460-66.0% | $4,876-82.9% |
| Participant deferral / active EE | $2,507 | $4,498-44.3% | $3,438-27.1% | $5,439-53.9% |
| Admin fee / account holder | $1,406 | $8,613-83.7% | $5,558-74.7% | $10,885-87.1% |