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 | $76,054 | $54,368+39.9% | $117,039-35.0% | $62,292+22.1% |
| Participation rate | 49.1% | 64.9%-15.8pp | 77.2%-28.1pp | 69.5%-20.4pp |
| Annual return | 17.14% | 21.77%-4.6pp | 18.95%-1.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,274 | $1,692-24.7% | $3,785-66.3% | $2,042-37.6% |
| Participant deferral / active EE | $2,661 | $2,269+17.3% | $3,929-32.3% | $3,169-16.0% |
| Admin fee / account holder | $3,972 | $493+705.0% | $5,974-33.5% | $479+728.7% |