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 | $159,275 | $60,892+161.6% | $82,389+93.3% | $84,808+87.8% |
| Participation rate | 43.3% | 63.3%-19.9pp | 69.5%-26.2pp | 68.3%-25.0pp |
| Annual return | 18.47% | 37.29%-18.8pp | 28.67%-10.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,306 | $1,779+29.6% | $2,517-8.4% | $2,631-12.3% |
| Participant deferral / active EE | $2,900 | $3,179-8.8% | $4,155-30.2% | $4,212-31.1% |
| Admin fee / account holder | $3,319 | $5,467-39.3% | $7,231-54.1% | $7,344-54.8% |