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 6-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 | $127,811 | $66,098+93.4% | $101,794+25.6% | $74,304+72.0% |
| Participation rate | 40.6% | 53.8%-13.2pp | 69.2%-28.6pp | 60.3%-19.8pp |
| Annual return | 18.19% | 19.59%-1.4pp | 30.53%-12.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,031 | $1,082-4.7% | $2,289-54.9% | $2,241-54.0% |
| Participant deferral / active EE | $2,064 | $2,781-25.8% | $4,084-49.5% | $3,767-45.2% |
| Admin fee / account holder | $6,547 | $4,146+57.9% | $8,777-25.4% | $2,969+120.5% |