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 9-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 | $122,502 | $81,460+50.4% | $103,333+18.6% | $80,856+51.5% |
| Participation rate | 60.6% | 66.8%-6.2pp | 74.5%-13.9pp | 67.6%-7.0pp |
| Annual return | 12.31% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,562 | $3,105-49.7% | $3,868-59.6% | $2,755-43.3% |
| Participant deferral / active EE | $4,694 | $3,869+21.3% | $5,057-7.2% | $4,296+9.3% |
| Admin fee / account holder | $9,841 | $6,566+49.9% | $8,355+17.8% | $6,918+42.2% |