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 | $189,769 | $94,625+100.5% | $116,228+63.3% | $84,808+123.8% |
| Participation rate | 53.4% | 70.4%-17.0pp | 74.6%-21.1pp | 68.3%-14.9pp |
| Annual return | 15.90% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,764 | $2,347-24.8% | $2,994-41.1% | $2,631-33.0% |
| Participant deferral / active EE | $2,933 | $3,972-26.2% | $4,953-40.8% | $4,212-30.4% |
| Admin fee / account holder | $9,916 | $10,091-1.7% | $11,989-17.3% | $7,344+35.0% |