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 | $104,701 | $81,460+28.5% | $103,333+1.3% | $80,856+29.5% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 12.98% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,698 | $3,105-45.3% | $3,868-56.1% | $2,755-38.4% |
| Participant deferral / active EE | $4,042 | $3,869+4.5% | $5,057-20.1% | $4,296-5.9% |
| Admin fee / account holder | $11,253 | $6,566+71.4% | $8,355+34.7% | $6,918+62.7% |