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 | $116,697 | $86,944+34.2% | $107,525+8.5% | $74,304+57.1% |
| Participation rate | 49.6% | 59.6%-10.0pp | 75.1%-25.5pp | 60.3%-10.8pp |
| Annual return | 17.33% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,141 | $2,757-22.3% | $3,754-43.0% | $2,241-4.5% |
| Participant deferral / active EE | $4,365 | $3,554+22.8% | $5,116-14.7% | $3,767+15.9% |
| Admin fee / account holder | $7,690 | $3,727+106.4% | $8,919-13.8% | $2,969+159.0% |