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 | $114,952 | $59,097+94.5% | $82,389+39.5% | $74,304+54.7% |
| Participation rate | 28.3% | 52.8%-24.4pp | 69.5%-41.2pp | 60.3%-32.0pp |
| Annual return | 16.76% | 22.85%-6.1pp | 28.67%-11.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $877 | $1,601-45.2% | $2,517-65.1% | $2,241-60.9% |
| Participant deferral / active EE | $1,453 | $2,775-47.7% | $4,155-65.0% | $3,767-61.4% |
| Admin fee / account holder | $4,567 | $4,489+1.7% | $7,231-36.8% | $2,969+53.8% |