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 | $115,343 | $79,944+44.3% | $98,439+17.2% | $75,163+53.5% |
| Participation rate | 56.3% | 70.4%-14.0pp | 75.2%-18.8pp | 67.2%-10.9pp |
| Annual return | 14.25% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,599 | $2,264-29.4% | $3,048-47.5% | $2,670-40.1% |
| Participant deferral / active EE | $3,440 | $3,752-8.3% | $4,738-27.4% | $4,125-16.6% |
| Admin fee / account holder | $9,968 | $6,840+45.7% | $8,948+11.4% | $5,651+76.4% |