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 9-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 | $158,549 | $81,208+95.2% | $98,907+60.3% | $79,858+98.5% |
| Participation rate | 40.4% | 72.5%-32.1pp | 76.0%-35.6pp | 69.6%-29.2pp |
| Annual return | 15.05% | 60.99%-45.9pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $832 | $1,960-57.5% | $2,689-69.1% | $2,471-66.3% |
| Participant deferral / active EE | $3,276 | $3,265+0.3% | $4,244-22.8% | $3,740-12.4% |
| Admin fee / account holder | $3,995 | $6,013-33.6% | $6,642-39.8% | $5,306-24.7% |