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 | $120,176 | $93,071+29.1% | $74,583+61.1% | $273,961-56.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 9.84% | 26.18%-16.3pp | 20.47%-10.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $534 | $3,160-83.1% | $2,525-78.9% | $4,869-89.0% |
| Participant deferral / active EE | $974 | $4,160-76.6% | $3,458-71.8% | $5,287-81.6% |
| Admin fee / account holder | $872 | $5,272-83.5% | $4,138-78.9% | $10,132-91.4% |