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 | $128,992 | $73,933+74.5% | $96,683+33.4% | $75,163+71.6% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 16.65% | 26.70%-10.1pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,816 | $2,928-3.8% | $3,737-24.6% | $2,670+5.5% |
| Participant deferral / active EE | $4,468 | $3,659+22.1% | $4,878-8.4% | $4,125+8.3% |
| Admin fee / account holder | $1,702 | $5,216-67.4% | $6,730-74.7% | $5,651-69.9% |