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 | $117,332 | $54,705+114.5% | $71,209+64.8% | $84,808+38.4% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.8%-18.6pp | 68.3%-13.1pp |
| Annual return | 16.36% | 35.90%-19.5pp | 282.51%-266.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,702 | $2,158-21.1% | $2,721-37.5% | $2,631-35.3% |
| Participant deferral / active EE | $2,698 | $3,030-11.0% | $4,175-35.4% | $4,212-35.9% |
| Admin fee / account holder | $4,058 | $4,863-16.6% | $5,349-24.1% | $7,344-44.7% |