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 | $118,388 | $92,985+27.3% | $153,485-22.9% | $80,856+46.4% |
| Participation rate | 34.5% | 69.0%-34.4pp | 77.1%-42.5pp | 67.6%-33.1pp |
| Annual return | 13.70% | 19.95%-6.2pp | 15.65%-1.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,321 | $3,507-62.3% | $5,039-73.8% | $2,755-52.1% |
| Participant deferral / active EE | $2,259 | $5,178-56.4% | $6,757-66.6% | $4,296-47.4% |
| Admin fee / account holder | $8,559 | $8,880-3.6% | $12,724-32.7% | $6,918+23.7% |