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 | $84,802 | $58,828+44.2% | $77,999+8.7% | $62,891+34.8% |
| Participation rate | 57.7% | 71.1%-13.3pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 9.88% | 17.16%-7.3pp | 425.96%-416.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $339 | $1,672-79.7% | $2,470-86.3% | $2,281-85.1% |
| Participant deferral / active EE | $2,254 | $2,686-16.1% | $3,497-35.5% | $3,203-29.6% |
| Admin fee / account holder | $1,209 | $4,393-72.5% | $5,480-77.9% | $4,296-71.8% |