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 | $169,983 | $78,422+116.8% | $95,952+77.2% | $79,858+112.9% |
| Participation rate | 66.0% | 73.5%-7.5pp | 77.1%-11.1pp | 69.6%-3.6pp |
| Annual return | 11.80% | 19.37%-7.6pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $840 | $1,945-56.8% | $2,541-66.9% | $2,471-66.0% |
| Participant deferral / active EE | $2,515 | $3,440-26.9% | $4,167-39.7% | $3,740-32.8% |
| Admin fee / account holder | $19,866 | $5,622+253.4% | $6,795+192.3% | $5,306+274.4% |