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 | $109,843 | $81,460+34.8% | $103,333+6.3% | $80,856+35.8% |
| Participation rate | 50.7% | 66.8%-16.1pp | 74.5%-23.8pp | 67.6%-16.9pp |
| Annual return | 12.05% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,372 | $3,105-23.6% | $3,868-38.7% | $2,755-13.9% |
| Participant deferral / active EE | $4,432 | $3,869+14.6% | $5,057-12.4% | $4,296+3.2% |
| Admin fee / account holder | $2,899 | $6,566-55.9% | $8,355-65.3% | $6,918-58.1% |