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 | $138,778 | $81,208+70.9% | $98,907+40.3% | $79,858+73.8% |
| Participation rate | 45.9% | 72.5%-26.6pp | 76.0%-30.1pp | 69.6%-23.7pp |
| Annual return | 11.20% | 60.99%-49.8pp | 196.43%-185.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $813 | $1,960-58.5% | $2,689-69.8% | $2,471-67.1% |
| Participant deferral / active EE | $3,192 | $3,265-2.2% | $4,244-24.8% | $3,740-14.7% |
| Admin fee / account holder | $1,627 | $6,013-72.9% | $6,642-75.5% | $5,306-69.3% |