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 | $124,902 | $73,933+68.9% | $96,683+29.2% | $75,163+66.2% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 16.84% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,272 | $2,928-56.5% | $3,737-65.9% | $2,670-52.3% |
| Participant deferral / active EE | $3,440 | $3,659-6.0% | $4,878-29.5% | $4,125-16.6% |
| Admin fee / account holder | $6,594 | $5,216+26.4% | $6,730-2.0% | $5,651+16.7% |