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 | $116,253 | $48,076+141.8% | $78,689+47.7% | $62,891+84.8% |
| Participation rate | 53.8% | 65.2%-11.4pp | 73.6%-19.7pp | 69.3%-15.5pp |
| Annual return | 12.57% | 31.35%-18.8pp | 62.18%-49.6pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,919 | $2,015-4.7% | $2,851-32.7% | $2,281-15.9% |
| Participant deferral / active EE | $4,650 | $2,588+79.7% | $3,517+32.2% | $3,203+45.2% |
| Admin fee / account holder | $21,028 | $3,207+555.6% | $4,510+366.2% | $4,296+389.5% |