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 | $117,730 | $54,705+115.2% | $71,209+65.3% | $84,808+38.8% |
| Participation rate | 10.3% | 64.1%-53.7pp | 73.8%-63.4pp | 68.3%-58.0pp |
| Annual return | 18.13% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $371 | $2,158-82.8% | $2,721-86.4% | $2,631-85.9% |
| Participant deferral / active EE | $1,939 | $3,030-36.0% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $4,860 | $4,863-0.1% | $5,349-9.1% | $7,344-33.8% |