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 | $109,388 | $72,277+51.3% | $101,248+8.0% | $79,858+37.0% |
| Participation rate | 45.9% | 68.5%-22.6pp | 75.8%-29.9pp | 69.6%-23.7pp |
| Annual return | 11.63% | 22.30%-10.7pp | 46.47%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,718 | $2,692-36.2% | $3,660-53.1% | $2,471-30.5% |
| Participant deferral / active EE | $3,922 | $3,282+19.5% | $4,370-10.3% | $3,740+4.9% |
| Admin fee / account holder | $20,452 | $4,400+364.8% | $5,945+244.0% | $5,306+285.4% |