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 | $140,814 | $81,460+72.9% | $103,333+36.3% | $80,856+74.2% |
| Participation rate | 55.1% | 66.8%-11.7pp | 74.5%-19.4pp | 67.6%-12.5pp |
| Annual return | 13.09% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,167 | $3,105-30.2% | $3,868-44.0% | $2,755-21.3% |
| Participant deferral / active EE | $4,342 | $3,869+12.2% | $5,057-14.1% | $4,296+1.1% |
| Admin fee / account holder | $4,491 | $6,566-31.6% | $8,355-46.2% | $6,918-35.1% |