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 | $78,212 | $54,541+43.4% | $78,778-0.7% | $70,131+11.5% |
| Participation rate | 34.8% | 60.8%-26.0pp | 69.2%-34.3pp | 69.5%-34.7pp |
| Annual return | 14.59% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $331 | $1,089-69.6% | $1,986-83.3% | $2,342-85.9% |
| Participant deferral / active EE | $3,144 | $2,210+42.3% | $2,958+6.3% | $3,332-5.6% |
| Admin fee / account holder | $6,782 | $3,709+82.9% | $5,134+32.1% | $4,645+46.0% |