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 | $207,879 | $59,101+251.7% | $77,163+169.4% | $75,163+176.6% |
| Participation rate | 58.5% | 63.9%-5.3pp | 69.6%-11.0pp | 67.2%-8.7pp |
| Annual return | 21.70% | 26.71%-5.0pp | 37.87%-16.2pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,120 | $1,995-43.9% | $2,535-55.8% | $2,670-58.0% |
| Participant deferral / active EE | $2,501 | $2,999-16.6% | $3,833-34.8% | $4,125-39.4% |
| Admin fee / account holder | $2,730 | $4,774-42.8% | $5,472-50.1% | $5,651-51.7% |