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 | $112,248 | $71,050+58.0% | $93,606+19.9% | $80,856+38.8% |
| Participation rate | 51.1% | 60.4%-9.3pp | 68.7%-17.7pp | 67.6%-16.6pp |
| Annual return | 11.02% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,375 | $1,564-12.1% | $2,420-43.2% | $2,755-50.1% |
| Participant deferral / active EE | $3,494 | $4,034-13.4% | $4,411-20.8% | $4,296-18.7% |
| Admin fee / account holder | $1,657 | $6,945-76.1% | $8,285-80.0% | $6,918-76.0% |