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 | $155,887 | $88,581+76.0% | $145,661+7.0% | $74,304+109.8% |
| Participation rate | 31.2% | 64.9%-33.7pp | 77.2%-46.0pp | 60.3%-29.1pp |
| Annual return | 15.05% | 34.30%-19.2pp | 101.46%-86.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $741 | $2,612-71.7% | $4,238-82.5% | $2,241-67.0% |
| Participant deferral / active EE | $2,180 | $4,151-47.5% | $7,198-69.7% | $3,767-42.1% |
| Admin fee / account holder | $7,578 | $2,953+156.6% | $12,466-39.2% | $2,969+155.3% |